Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)
Red Star Kim
NOVEMBER 13, 2023
Who is your customer? What does your customer value? 67% felt that social media was reasonably effectiveness and 33% didn’t know whether it was effective or not. This suggests that marketing, business development and social media strategies should be reviewed. What results do you seek? What is your plan?
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