CashOct 30 2023
What do you do when your client is stuck in cash?
- Describe some of the challenges with clients who have too much cash
- Explain the concept of financial comfort
- Identify the potential for AI in client conversations
- Describe some of the challenges with clients who have too much cash
- Explain the concept of financial comfort
- Identify the potential for AI in client conversations
CPD
Approx.30min
CPD
Approx.30min
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CPD
Approx.30min
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CPD
Approx.30min
CPD questions are available on the last page of this article
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