Guest Speaker - Jaikob Selby Rivas - Financial Planner - Clay Wealth Management (left picture)
Many business owners know their turnover, profit and tax bill, but few know the answer to one important question: "Am I actually on track to achieve financial freedom?" In the presentation I aim to cover the hidden cost of doing nothing, the key financial numbers every business owner should know, and how to measure whether your business success is translating into personal wealth and future choice.
Clay Wealth Management Ltd | Financial Adviser | Nuneaton
Guest Speaker -
James Hayward-Zhu from Pivotal Path Digital Pathfinders -
Pivotal Path, a digital agency specialising in customer service, digital transformation, and process management (right picture)
The session will focus on evaluating customer relationship health at a high level. I will also provide attendees with an "audit in a bag" tool to help identify potential technology and process gaps impacting customer retention and renewals.
