6 Steps to Create a Portfolio Management Plan that Will Strengthen Customer Loyalty
Understand the market, get to know your customers and use appropriate benchmarks in creating a portfolio management approach to customer retention.
Understand the market, get to know your customers and use appropriate benchmarks in creating a portfolio management approach to customer retention.
Portfolio reviews are more valued by core customers with greater breadth of spending across categories. These are exactly the clients you want to nurture (and conversely, can’t afford to lose).
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