Whether you’re new to the Paraplanner profession and want to find out more about CIPs or actively involved in a review of your business’ CIP, this session should help.
In this session we covered…
- What is a CIP?
- CIP, PROD and client segmentation: How does it all fit together Is one CIP enough?
- Getting the measure of different types of CIPs
- CIP and CRP: Working together or in isolation?
- DIY or get a CIP in?
- Building a CIP