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January 10, 2017
How will you increase net asset flows from clients this year? What will be your primary objective?
|Concentrate on growing my existing clients. I want to increase how much they invest with me.|
|Improve my prospecting. I'll concentrate on winning more business from new clients.|
|Better client segmentation. If I'm smarter about how I service big and small clients, the growth will come.|
Parametric Portfolio Associates® LLC
|The Client - Finding and winning new clients||The Client - Client retention|
|The Client - ERISA plans/institutional management||The Client - Behavioral finance|