Client Classification Tool

 
 

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Over the years, many firms have grown and developed according to some previous strat­egy, or none at all. The result is that the firm has taken on some clients that may not belong in the firm’s current business model, strategy, and future. Additionally, some clients have evolved or changed in ways that may make them less desirable as clients today than a few years ago.

Learn how to get the most out of your Client Classification Tool here