melobookings
聯絡資訊
立即預約營業時間
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星期日
店休
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星期一
09:00 - 18:00
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星期二
09:00 - 18:00
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星期三
09:00 - 18:00
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星期四
09:00 - 18:00
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星期五
09:00 - 18:00
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星期六
店休
公司資訊
優惠&促銷
促銷折扣
50% off
團隊組成
Team Progress
熱門服務

Online Goals Based Planning Workshop – Technical Specialists/Paraplanners
60 分鐘
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!

Online Goals Based Planning Workshop – Financial Planners
60 分鐘
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!