ValuizaApp

Founder & CEO of Valuiza - insights platform that helps financial advice businesses get, keep and grow clients & connect feedback to their bottom line.

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This is a great piece by David Haintz on Professional Planner about understanding your clients better.
https://t.co/d2PorroSP7

BUT - we disagree with one of his statements. We've made it easy. Take a look: https://t.co/IpBkzlMWda

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A good piece on whether managing a diverse clientele is a worthwhile strategy for your practice. Don't forget https://t.co/1qspxujLaJ can then identify if the strategy is delivering ongoing value.

https://t.co/cmRJoPxKMu

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Reviewing former client feedback is great way to undertake due diligence on prospective business partners.

https://t.co/1aTAOBS1rd

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It's an old study but it's still prudent to business operations in this day and age.
https://t.co/TOGMU9Xyke

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Hi @dinwal thanks for the follow

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