This program offers a practical guide designed to help you determine and communicate your offering to prospective and existing clients. The program looks at how to:
- Identify what makes your offering unique
- Clarify the clients you wish to attract
- Facilitate client advocacy and
- Strengthen your referral generation from partners.
Our practice management programs are designed for you to do at you own pace and in your own time. Our programs contain a guided presentation and handbook to work in along the way.
Our programs are CPD certified and on completion of the program you can obtain your CPD certificate.
Our Russell Investments Relationship Managers are here to help. If you would like one of our managers to guide you through the video presentation and handbook or if you have any questions and would like to talk in more detail about the program please contact your Regional Manager.