In this joint webinar between docVinci and The Paraplan Project, Dan Graham & Sasha Wakefield explore the HUGE topic of Annual Reviews.
This webinar will explore what a valuable annual review document looks like, and what your clients want to see from them.
✅ Expertise & ideas from a Financial Planning Designer & Paraplanner
✅ Quick things you can do to change your Annual Review Documents immediately
✅ What needs to go into these docs (and what doesn't!)
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Find out more about docVinci 👉 www.docvinci.co.uk
Find out more about The Paraplan Project 👉 theparaplanproject.co.uk
20 сен 2024
