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Adviser KnowHow: How to segment your client bank

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by Rachael Revesz on Nov 13, 2012 at 13:41

Adviser KnowHow: How to segment your client bank Founder of Manchester-based Gaeia, Brigid Benson, talks to New Model Adviser reporter Rachael Revesz about how to segment your client bank to the regulator's standards, as well as her concerns about servicing lower worth clients. To download the cribsheet, click here.

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Adviser KnowHow: How to gauge client satisfaction

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