Client Relationships Finance Shareholders Stakeholders 
ClearPoint Strategy
JULY 29, 2021
Both handle customer finances and investments, but (generally speaking) Goldman Sachs prioritizes high-touch, personal relationships, while E*TRADE values high-tech, self-service relationships. You obviously want great health outcomes, but where do finances fit in? And what about your staff, skills, and technology?
Account Management Skills
NOVEMBER 21, 2022
Given the current unstable economic climate, client retention for agencies is a real top priority right now. But you said, as part of that process, we also make sure that we speak to other stakeholders within the business. You can book a quick call with me to see if it’s the right fit. Thank you for sharing that. Beth 37:51.
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