Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)
Red Star Kim
FEBRUARY 28, 2023
It is intended to supplement the learning resources for delegates provided on the day – delegate aims, poll results and takeaways are shown below. Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI. Recruitment Many delegates reported that a core challenge for their private client team was recruitment.
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