Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)
Red Star Kim
NOVEMBER 13, 2023
Horizon scanning, weak signal detection and strategic, market and competitor analyses are key here. 67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention. 17% had plans to introduce new private client services and 67% had plans to develop new markets.
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