you might find they don’t all belong.
by august aquila
max: maximize productivity, profitability and client retention
not all clients are equal. besides client profitability, there are various factors to consider when tiering clients.
more by august j. aquila
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here is a tiering process that looks at 14 factors that include categorizing clients based on their value to the firm, their needs, but also several other relevant factors. if you do this, you can allocate resources efficiently and effectively and provide tailored services to different client segments.
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