better clients mean easier servicing and higher fees.
by jean caragher
capstone marketing
not every prospect will be an appropriate client for your firm. consider more than whether they are breathing, when evaluating prospective clients, such as, your fee, potential realization, the prospect’s ability to pay, year-end, growth potential, risk, leads expected from the prospect and opportunities to cross-sell. by focusing on your best new client opportunities, your client retention tactics will also focus on your best client.
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