US EditionRegular Client Engagement Critical in Retention
Summary by riskinfo.com.au
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riskinfonz.co.nzRegular Client Engagement Critical in Retention
Client engagement is high on the agenda at Newlane Risk, where it uses every policy anniversary to contact the relevant client for a review – even if it means more than one meeting in a year. During the Adviser Panel session at last month’s Riskinfocus 25 Risk Advice CPD event in Sydney, specialist risk adviser, […]
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