Selling Client Bases

06/04/2022 16 min
Selling Client Bases

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Episode Synopsis

As firms grow quicker than the needs of their clients, how do they maintain productivity? In the past the first solution was hire more people, which increases short-term activity and not always eventuates in longer term productivity. What are the considerations for firms seeking to protect the best interests of all clients, while ensuring they remain focused on their active clients?