Portfolio Basics: Analyze Your Client Portfolio (2 of 3)
10/19/08 at 12:56 PM by Tony Lael Why should I analyze my client list?
Part 1 in this series, Portfolio Basics: The Client Portfolio Concept, introduced the concept of managing your clients as a portfolio. This is a way to understand the value and opportunities in the list of clients you currently serve. The goal of managing your clients as a portfolio has several benefits,…
