The importance of client retention is real - are you paying attention to the details?
Plans are Powerful. Create a plan to help you initiate relationships with consultants in an effective manner.
What can firms do to encourage and help their investment staff communicate better at finals?
Find the Time. Encouraging and helping investment teams to communicate better at a finals are key contributors to improving closing ratios.
To be or not to be? Using video conferencing and webinars as efforts to leverage time and save on resources.