Engagement Forum
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Recent research suggests that the current ratio of revenue generated by financial planning practices is too highly geared to current clients.
The Engagement Forum provides support to the Australian Financial Services industry to leading edge consulting, profiling, referral management and technology solutions. Prova Profiling in partnership with Effective Referral Management and CRMNow is delighted to announce the inaugural Client & Referral Partner Engagement Forum - an important 2013 initiative for the Financial Planning Profession. Wi
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