Financial Health Check - Demonstration

Presented by

Ronan O'Neill , Patrick Jordan

About this talk

The Financial Health Check tool has been developed to provide you with an engaging way of turning your new prospects into clients. Simple and easy to use, it quickly collects valuable data points and provides a comprehensive pre-meeting report that can help shape your initial meeting with the prospect. Note: As this webinar is considered "system training", CPD will not be applicable.

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