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Managed portfolios: Your business’s next strategic winning move | Webinar

Managed portfolios

In this must-see session for business owners or advice partners, strategy and business coach Steve Browning takes participants through a framework of strategic choice making to grow a sustainably profitable advice business, with managed portfolios being a key winning move.

Drawing on experience inside and outside the advice industry, Steve showcases how to position your business for long-term success, delivering both benefits to your business and your clients.

Earn CPD points by taking the accreditation quiz in our Professional Development Centre