Client Assessment


The client perspective is growth-oriented and includes selection (understanding client segments and allocating resources to the respective segments), acquisition (marketing, professional networks, leads and value propositions), retention (client satisfaction and service excellence), and growth (cross-selling and integrated offerings). 

Select the button that best describes the current performance relative to shareholder expectations:


 Performing
Well		 Minor
Issues		 Needs
Attention
Growth:


    Client Selection
    Client Acquisition
    Client Retention
    Client Growth


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