June 12, 2024 | 14:30 am - 16:30 pm Central European Time

Nantes, France

In this workshop, you will discuss with other advisors how to be able to take clients through an individual client journey rather than a generic client journey.

The take-away from this workshop is:

• How to onboard clients for future success

• How to assess and triage clients

• How to define the scope of work

• How to ensure the execution of agreements

• How to track and report impact to all stakeholders