Seja a primeira pessoa a gostar disto
Over the last 10 years, InKnowVision has had the pleasure of working with numerous advisors, assisting them with their high net worth clients.
Join us as we spend 45 minutes walking through process and protocols that have been used time and again to help you to:
• Position yourself to attract high net worth clients and
• Succeed by helping your high net worth clients to identify and reach their goals