TITLE

Your Personal COO

AUTHOR(S)
Vessenes, Katherine
PUB. DATE
May 2005
SOURCE
Financial Planning;May2005, Vol. 35 Issue 5, p87
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
Illustrates the significance of having a good client service managers (CSM) for a company. Actions to be taken to work effectively with a CSM; Result of pre-completing the subscription agreements and forms before the plan delivery meeting; Importance of sending thank-you notes to each client.
ACCESSION #
16925703

 

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