A four-part series on getting your practice ready for the new year. Read what you need to know about setting goals, pursuing goals, developing a mission statement and developing a client appreciation strategy.
December 20, 2013
A four-part series on getting your practice ready for the new year. Read what you need to know about setting goals, pursuing goals, developing a mission statement and developing a client appreciation strategy.
December 20, 2013The year ahead: A four-step client-appreciation strategy
Craft a message that will guide your practice toward your goals
Stay focused, but remain open to change
Choose objectives you want to achieve
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
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