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Best Practices for Client Research

Mike Byrnes, President of Byrnes Consulting, LLC, had an article that was published in the September 2012 issue of the Financial Planning Association’s Practice Management Solutions online magazine.

Read “Best Practices for Client Research” to learn about:

  • The importance of research
  • One-on-one meetings
  • Client surveys
  • Focus groups and advisory boards
  • Research results analysis

Contact Byrnes Consulting if you need help getting to know your clients better to improve your business!


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