Attract, retain and advise Gen X&Y clients

 
Date: 11 June 2019

Explore the changes your business can make to better attract, retain and advise the Gen X&Y market with Steve Crawford, founder of The Advice Movement.

Below you can find the a recording or podcast of the webinar and the presentation slides.

1. Webinar recording

CPD point only available for live attendees.

2. Podcast recording

3. Webinar slides

4. Goal planning session template

Download the template Steve uses with his clients

This webinar is part of a monthly series. Stay tuned for an invitation to next month's webinar. If you are not receiving invitations to Netwealth's monthly educational webinar series, please contact us to subscribe to the relevant updates.

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