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We host events for accountants and professional advisers on the third Wednesday of every month.
These events are designed to activate conversations, share knowledge and elevate the advisers driving businesses forward.See upcoming events
We have created these Standard Terms and accompanying Proposal Guidelines to protect designers from engagement risks and to encourage best business practice.Request now
Yodal supports advisers in building a lucrative Estate Planning business, unlocking opportunities for deeper client conversations and developing inter-generational relationships.
Check out Yodal’s revamped look!Find out more
We interact with hundreds of businesses each year, and one of the recurring qualms is finding good staff. And when you do, holding onto them.