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. Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. Two tools were provided to assist with this.
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