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Dear {Recipient},

Welcome to your newsletter for the month of September.

This edition focuses on the importance of developing and implementing a strong customer management program. One article discusses key areas to discuss when managing client expectations to build lasting relationships. The second article covers the power of efficient client communication.

Read the articles and watch the video to learn where to start when developing a client management plan that best suits your business.

Want to learn more? Reach out anytime. We’re here to help.

Kind Regards,

Crest Advisors

Managing Client Expectations

Establishing expectations from the start is critical to the long-lasting success of any relationship. In business, the first opportunity to set those expectations is prospecting and early sales conversations. In these early stages, doing the small t...

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Don’t Underestimate the Power of Cl...

Since the beginning of time, humans have communicated using primitive drawings, bartering, nonverbal actions and face-to-face conversations. These early forms facilitated the spread of knowledge, ideas and the formation of relationships. As times ad...

READ ON

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