Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)
Red Star Kim
NOVEMBER 13, 2023
Private client management and marketing: Business plans, recruitment, assessments and automation. And 90% didn’t have a marketing plan for private client. 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.
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