Know your offering
Know your client. Know your product. This is our daily mantra as financial planners. However, in 2009, more than ever, I feel we need a new element to our mantra: “Know your client service offering (CSO)”.
Know your client. Know your product. This is our daily mantra as financial planners. However, in 2009, more than ever, I feel we need a new element to our mantra: “Know your client service offering (CSO)”.
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