How well do you manage the client management process?It's a question I often ask clients I work with. While most firms pay attention to various aspects of the process, many firms fail to understand that it is an interrelated process, and hence fail to properly manage the entire process. I strongly believe that the ultimate success of your firm is determined by how well you manage the client management process.
Let me explain why I can make such a statement. There are four related areas in the client management process:
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