Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)
Red Star Kim
NOVEMBER 13, 2023
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. The next Private Client seminar is on 16 th May 2024 Selected delegate poll results How many partners in your private client team?
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