Client Relationship Management

Winning assets and clients is all well and good, but the goal is to retain those clients for as long as possible. Effective client relationship management should be a core competence of every investment firm as it can be the determining factor in whether a client stays or leaves during periods of poor performance.

We can assist you in the design and production of your client reporting materials, as well as coaching your staff in how best to deal with client reporting meetings.

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