Attend all client events with Financial Planning Partners (when required). Host and entertain clients at marketing marketing events. Function as a primary point of contact for clients in the financial planning process
Company. Organising and participating in networking events, conferences, and industry forums to establish
Company. Organising and participating in networking events, conferences, and industry forums to establish
the adviser's estate/chosen beneficiary in the event the adviser passes away or become disabled Senior
the adviser's estate/chosen beneficiary in the event the adviser passes away or become disabled Senior
organization and coordination of sales meetings, events, and training sessions. Preferred Qualification
opportunities through referrals, networking, and social media Seek out new clients and develop clientele by networking