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.