17 November 2021 - The Protector

How to get it right the first time

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…….

Attachments:

17 Nov 21 - The Protector Deep Dive slide

17 Nov 21 - The Protector Deep Dive link sheet