Đang Thực Hiện

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.

Kỹ năng: Viết báo cáo

Xem thêm: cvp report, cvp financial planning, financial planning firm cvp, writing services australia, types writing services, types report writing, individual financial planning, types report, financial planning services, the firm, financial valuation, financial report, financial planning, financia, building planning, planning report research, report individual, individual report, writing individual report, individual report writing, report client, report writing building, financial report cover, financial report writing, individual research report

Về Bên Thuê:
( 2 nhận xét ) Hobart, Australia

Mã Dự Án: #1026927

Đã trao cho:

drkvsubramanian

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)
2.6