Improve your business – Here’s how!

12 Business-Improving Articles From 2013 We wish you continued success in the New Year. And to help, here are a dozen articles to assist you with social media, online marketing, PR, writing, the greatest wealth …

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customer engagement

The New Rules of Customer Engagement

Goodbye, customer touch-points. Hello, ongoing, meaningful contact that actually drives revenue. Here’s what you need to know to be more engaging right now. BY WENDY LEA CEO, Get Satisfaction The rise of the social Web has …

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client communications

Client Communications

Second Annual Study of Advisory Success: A New Age of Client Communications and Client Expectations Since Pershing’s 2013 Study of Advisory Success, we find that things are good today for many advisors—in fact, things are …

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customer segmentation

Customer Segmentation

What are the trends in customer segmentation and personalisation that will help to improve customer engagement? There is no doubt that Financial Service Providers have a deep desire to achieve extraordinary client service. The truth …

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