"The Client Relationship Autopsy"
You've probably lost at least one client. But rather than chalk it up as inevitable, try to learn why your client left you.
"The Client Relationship Autopsy" proposes a process consisting of:
_________________
Susan B. Weiner, CFA
Investment Writing
Writing that's an investment in your success
Check out my website at www.InvestmentWriting.com or sign up for my free monthly e-newsletter.
"The Client Relationship Autopsy" proposes a process consisting of:
- Talking to your team
- Talking to your client
- Preparing a report
_________________
Susan B. Weiner, CFA
Investment Writing
Writing that's an investment in your success
Check out my website at www.InvestmentWriting.com or sign up for my free monthly e-newsletter.
Labels: client, communication, marketing
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