Forthcoming events
This month
Webinar: "Revolutionising Annual Reviews" with Ben Peele of PortfolioMetrix
An insightful webinar hosted by Ben Peele, Managing Director of PortfolioMetrix. Annual reviews are one of the most powerful opportunities to deepen client relationships, yet too often they become a box-ticking exercise rather than a moment of real value. This event is designed to shift that narrative, transforming reviews from routine check-ins into meaningful conversations that drive trust, engagement, and long-term success. By the end of this event, you’ll walk away with practical strategies and fresh perspectives to make every review a powerful touchpoint for growth - for both your clients and your business.
View event details