Financial Planning Firm CVP

I am wanting someone to research and provide a report in relation to the relevant Client Valuation Propositions (CVP's) offered by Financia Planningl Firms in Australia.

Specifically, I would like to know how firms segment their clients (either by fee's or fund balances) and the specific relevant details. I would also like to know the types of services they provide their clients, relationship building and specific marketting initiatives.

I would like the report to cover 10 individual firms.

Please advise if more info is required.

Compétences : Rédaction de Rapport

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Concernant l'employeur :
( 2 commentaires ) Hobart, Australia

Nº du projet : #1026927

Décerné à:


I, Dr. K.V. Subramanian am a graduate in Electrical Engineering and a Ph.D. (Fellow) in Management from Indian Institute of Management, Bangalore. I have over 30 years of experience in Management Consultancy, managemen Plus

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