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CutterCast

Oct 10, 2013 10:30 AM - 12:00 PM ET    Online

Client On-Boarding: Setting the Right Tone

SUMMARY

SUMMARY

A CutterResearch member discussion of new client on-boarding, a process that sets the tone for the relationship between an investment manager and its clients. Get it right, and few clients will even notice. Get it wrong, and clients will question the credibility of your operations or even second guess their decision to choose your firm. Since many firms equate success with acquiring and retaining clients, the importance of a well-defined and efficient on boarding process cannot be overstated.