Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)
Red Star Kim
NOVEMBER 13, 2023
We spent some time on mission and value statements (looking at examples from other private client teams) – and how they are formed through analysis and discussion with stakeholders. One delegate’s firm had recently merged and integration was a priority. Two tools were provided to assist with this. The need to include purpose (i.e.
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