The sixth pillar of financial planning – ongoing communication and advice
R400,00
Earn 0.5 verifiable CPD point
Tshepo Motang, Sales and Key Account Manager at Seed Analytics, discusses the problems experienced by financial advisors, the aspect of regular reporting to clients, and being part of the customers’ different life stages and events.
Description
Earn 0.5 verifiable CPD point
Tshepo Motang, Sales and Key Account Manager at Seed Analytics, discusses the problems experienced by financial advisors, the aspect of regular reporting to clients, and being part of the customers’ different life stages and events.
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