Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)
Red Star Kim
NOVEMBER 13, 2023
Developing a business plan was seen as a priority for those who were new in leadership roles in their firms as well as established leaders looking to drive development and growth (see delegate top takeaways below). Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team.
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