How to end a client relationship gracefully
Joni Youngwirth | InvestmentNews, December 2019
Read the article online >Summary: The recent InvestmentNews Top Advisory Firm Summit presented findings from benchmarking studies and research on trends in the industry. The good news? Many firms seem to be embracing best practices for choosing and keeping the right clients, from setting ideal client standards and minimums, to segmenting clients and aligning services with these different segments.
Be the first to comment on this Article