Practical steps to building a more profitable business through client segmentation
Craig Burgess, Managing Director, EBI Portfolios – Craig will share his knowledge of changing from upfront commission-based earnings to a recurring income model, based on his experiences of working with clients as a practitioner with Blackstone Wealth Management. He will also show that through client segmentation and by having a robust scalable investment proposition you can make your business more profitable.
Featuring
Craig Burgess
Managing Director EBI Portfolios
Craig launched EBI Portfolios in 2010 to provide investment services and resources to financial advisers, with the intention to streamline and de-risk their business. This was based upon his own investment proposition and requirements as a financial adviser for ...
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