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GrowthPlans with Impact

In this Certification Workshop advisors will work with best practices and different ways to make GrowthPlans that can lead to real economic impact and stronger companies.

Advisors will learn:

  • How to help clients define their true ambitions and describe them

  • How to make GrowthPlans as a better alternative to traditional business plans.

  • How to track progress in ways that create value for both client and advisor

Earlier Event: February 14
Engaging Client Companies