Missing New Business Opportunities By Not Connecting The Dots

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Missing New Business Opportunities By Not Connecting The Dots

By Complete Super Solutions

Posted October 13, 2015

In Client Engagement, SMSF Administration, SMSF Technology, SMSF Trustees

What dots?
Client engagement requires lateral thinking to make you stand apart from your peers. Gaining new clients through effective client engagement models requires innovative thought processes and connecting the dots. Whether your an accountant or financial planner the dilemma is still the same.

Read our article by Martin Morris, CEO about what Client Engagement Article

Complete Super Solutions