
Starting a Conversation Part 1: Awakening the Interest Video
Learn how to use Calxa to quickly generate a set of useful client reports that you can then use to kick-start the ‘advisory’ conversation. This is part 1 of a series of 3 webinars.
Learn how to use Calxa to quickly generate a set of useful client reports that you can then use to kick-start the ‘advisory’ conversation. This is part 1 of a series of 3 webinars.