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Maintaining advice consistency amidst high growthPune Young Turks Round Table,

Key Take-Aways
  • Invest in CRM tools that fit your organizational needs to scale up and maintain service standards.

  • Invest in your team through training and creating sales people who can push your business forward.

  • Be aware that any advisor cannot manage more than 150 relationships. You have to meet 60-70 per month and 150-180 clients per quarter to maintain decent service.

  • Add to your relationship manager count to maintain service standard. Making them partners through revenue sharing and later giving equity solves retention issues.

  • To maintain service standard, use technology and CRM tools for portfolio analysis and keeping in touch with clients. Skype calls can be used to update NRI clients.

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