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Defaqto: Webinar: Three steps to successful client reviews

Partner Webinar for Financial Advisers and Paraplanners

21 May 2019

Defaqto: Webinar: Three steps to successful client reviews
Join us for a webinar focusing on client reviews with a few practical tips about how to perform them efficiently.

In this webinar, we will cover: 

•Three key areas for successful client reviews
•Engage Core existing holdings workflow demo
Live online May 30 11:00 am United Kingdom - London 
or after on demand
 
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