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Financial Planning Firm CVP

I am wanting someone to research and provide a report in relation to the relevant Client Valuation Propositions (CVP's) offered by Financia Planningl Firms in Australia.

Specifically, I would like to know how firms segment their clients (either by fee's or fund balances) and the specific relevant details. I would also like to know the types of services they provide their clients, relationship building and specific marketting initiatives.

I would like the report to cover 10 individual firms.

Please advise if more info is required.

Kĩ năng: Viết báo cáo

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( 2 nhận xét ) Hobart, Australia

ID dự án: #1026927

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I, Dr. K.V. Subramanian am a graduate in Electrical Engineering and a Ph.D. (Fellow) in Management from Indian Institute of Management, Bangalore. I have over 30 years of experience in Management Consultancy, managemen Thêm

$200 AUD trong 7 ngày
(0 Đánh Giá)