Learn how to better understand and cater to investor clients in this interactive workshop!
About this Event

Welcome to our event on How to Improve Your Ability To Work With & Serve Investor Clients! Are you looking to enhance your skills and knowledge in serving investor clients? Join us for this online event on Thursday, January 23rd, 2025 at 2:30PM to learn valuable tips and strategies from industry experts. This event will cover various topics such as understanding investor needs, building strong client relationships, and navigating the world of investments. Don't miss out on this opportunity to level up your game and excel in serving investor clients!