Right now in the current market, ring fencing your customer base is a critical and urgent part of successful practice management. A firm must protect clients. Your customers are at more risk than ever before and also need greater support from their most trusted professional advisor. This also presents for most firms a very real opportunity.
Some firms have been complacent, others have been down-right lazy. Truth is, if you’re not using twitter – your competitors will be. If you’re not online to market and sell, your competitors will be. If you’re not actively protecting your clients, your competitors will be actively courting them...
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