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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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