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melobookings
LEEDS, SUITE 9 WEST WING, JASON HOUSE, KERRY HILL
Team Progress
Top services
Online Goals Based Planning Workshop – Technical Specialists/Paraplanners
60 min
On this hour-long highly interactive online workshop, you’ll learn everything you need to work effectively with advisers who practice goals based planning- you’ll be the "go to" Technical Specialist/Paraplanner for every goals based planner!
melobookings
LEEDS, SUITE 9 WEST WING, JASON HOUSE, KERRY HILL
Online Goals Based Planning Workshop – Technical Specialists/Paraplanners
Online Goals Based Planning Workshop – Financial Planners
60 min
On this hour-long highly interactive online workshop, you’ll learn everything you need to become a goals based financial planner, changing your business and clients lives forever- fewer complaints, more engaged clients and LOTS more referrals!
melobookings
LEEDS, SUITE 9 WEST WING, JASON HOUSE, KERRY HILL
Online Goals Based Planning Workshop – Financial Planners
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