To subscribe to our emailers, all you have to do is fill in these basic details
and click the Submit button. You will start receiving regular mails from Wealth
Forum updating you on fresh content on our site.
Moving from a transaction model to a relationship based model is a big step. Transparency, trust, great processes, human values is required to build sustainable relationships.
Process is king. In order to scale and provide consistent delivery, you need to have good processes from research to service delivery. Continuously improve the process across the chain.
Taking a holistic view of clients has helped build sustainable relationships.
Greater client confidence builds wallet share
Copyright 2017 All Rights Reserved.Wealth Forum Ezine