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Right-sizing your client base: Sample external FAQ

Aug 14, 2023 · 163.1 KB Download

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Firms looking to make a significant transformation are evaluating not only what they need to start doing to evolve, but also at what they should stop doing—namely stop serving clients that are not a good fit. Culling unfit or undesirable clients is a growth catalyst for your firm and has many benefits, including:

  • Solving capacity challenges

  • Increasing advisory services

  • Enhancing firm profitability

  • Creating professional growth opportunities

  • Improving people retention

Making a positive

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File name: sample-external-faq.pdf

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