Dive into how you can roll out the Protector to your clients and most importantly get the process right!
Some key discussion points:
- Target clients for the protector – who to identify for this strategy and what should you charge
- Using communications tools to excite your client
- Review of the laws and processes around the Protector
- Completing the Protector Strategy using LYD
- Utilising our Partner Solutions to Secure Equity and Debt Positions
- And more…….