Know your client
Customer relationship management should, in theory, be easy, yet many firms struggle in this arena. Barry Jackson believes the answer lies in making the clients feel more loved and the advisers feel more valued
Good customer relationship management (CRM) practice is all about keeping clients happy. Building stronger relationships means selling more services and thereby increasing revenues and profits. It should be easy but invariably is not. CRM is a simple concept and people like it: so what is going wrong?
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