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Client Service Resources

We'll provide you with the resources necessary to view your clients analytically — determining what their goals are and what products they'll need to help them get there.

Client Segmentation and Profitability
In order to fully understand your client base, you have to segment it. This tool allows you to segment based on first-year revenue, recurring revenue, assets under management, growth potential, and personal introductions.

Systematic Client Communication
Our Touch Tracker template will help you monitor and record all of your client interactions, or "touches," providing valuable year-end records.

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