Bridge over ocean
25 January 2007 Multimedia

Achieving Client Delight!

  1. Dan Richards

Effectively manage your practice and avoid inefficient uses of your resources with the wrong client. Dan Richards discusses:

  • How do you define a profitable client and how have you organized/segmented your client base? What you need to know in order to define your client base
  • Should you “fire” any of your clients? The wrong client can be unprofitable and an inefficient use of your resources
  • Managing client expectations and defining your service model
  • Providing more than just investment products for your clients and partnering with other service providers

Please note that text may be difficult to read in this recording. The presentation slides are available for download in the video player.

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