Part II: From bespoke work to generic parameterization In the previous part of this diptych, we discussed the effects of bespoke work on your business as a solution provider or software builder. These effects are primarily negative.So rather than outsourcing...
What if your clients all wanted the same software? How fast would you grow then? How software customization can hold you back and what to do about it. Part 1: Why bespoke software customization should be a thing of the past If you produce enterprise solutions, you...
Previously, we published a blogpost on Six steps to implementing Active Client Management. We have summarized that blogpost in this infographic. The blogpost also features the Active Client Management Canvas that helps you structure step 4 and 5. You can download it...
Active client management can benefit both the client and the advisory firm. It protects the client against unwanted risks and avoids having financial products that don’t fit them and their circumstances anymore. It also limits the liabilities of the advisor and...
You want to help your clients as well as possible. Not just during the advice process but afterward as well. You want to fulfill your responsibilities in terms of aftercare. And you want to watch for buying signals. You want to connect with your clients and make them...
