Client Relationships


  • Customer Satisfaction Levels - what do your top clients think of your service?


  • Effective Client Segmentation - most Advisors have undertaken some form of client segmentation exercise. The question is, what have you done with the results of the exercise?


  • Client Appreciation - one size does not fit all when it comes to customer appreciation.


  • Client Seminars and Facilitation - an effective strategy to attracting new clients that fall within your definition of your ideal client.