Working with a Preferred Client Profile

Join Roger Down as he talks you through the benefits of defining and working with a Preferred Client Profile. These simple techniques can help you increase your business' effectiveness and profitability. 

Greater adviser productivity

As the insurance industry goes through the next wave of change, it provides advisers with the opportunity to review their procedures and processes and look for efficiencies in their business. In this 15 minute webcast, Roger discusses the three key efficiency enablers to help create greater productivity within your business