Delivering More Than Financial Advice
Improving Client Satisfaction, Reducing Attrition, Cross Selling and Increase Referrals Most businesses have the tools to communicate, (Website, CRM, Email Marketing, Social Media), but almost none of them communicate in a meaningful, pro-active, value add manner with existing or prospective new clients. The alternative: Client Satisfaction Interviews identify the causes of dissatisfaction. These can then […]
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