Yodal’s Brown Bag Series: Support Clients w/ the Transfer & Protection Wealth
Join us for the Yodal Brown Bag Series and see how advisers leverage Yodal to fully support clients w/ the transfer and protection of wealth
Date & Time
Wednesday, 28 June
12:30 – 1PM AEST
Join us for the Yodal Brown Bag Series and see how advisers are using Yodal to fully support their clients with the transfer and protection of their wealth.
What’s in the Bag?
- Defining the advice opportunity Intergenerational Wealth Transfer (IGWT) presents
- How can you engage your clients in this discussion
- Growing your business through IGWT
- The role IGWT plays for you in client succession
Mark your calendars for Wednesday, 28th of June at 12:30PM as we discuss strategies and tools to better engage your clients in this discussion, and add significant value to your business.
Reserve your spot today and secure a win-win solution for both you and your clients!