Idea Exchange Bundle: 3 Sessions (20% Discount)

Join Warren Ingram and Rob Macdonald for an Idea Exchange – an interactive virtual workshop on key topics dealing with how to manage your financial planning business as effectively as possible.

Warren and Rob will share ideas and insights from their own experience and the industry at large. They will also provide you with the opportunity to raise questions, highlight challenges and share your own experiences and insights as you participate fully in a short and sharp collective learning experience. Each session is limited to 20 participants to enable active engagement from all those who join the session.

They say all learning starts with a question. Come and join us as we explore these three key questions.

Idea Exchange 1: How do you get clients?

Date: 3 March, 2021
Time: 11:00 AM- 12.30 PM
Venue: Zoom, Johannesburg

Topic: Idea Exchange 2: How do you manage a profitable client base?

Date: 21 April, 2021
Time: 11:00 AM- 12.30 PM
Venue: Zoom, Johannesburg

Topic: Idea Exchange 3: How do you get the right staff, pay them and keep them?

Date: May 19, 2021
Time: 11:00 AM- 12.30 PM
Venue: Zoom, Johannesburg