
Sign up to save your podcasts
Or
Last we we discussed client risk and even a bit about our own risks. Throughout our discussion I kept thinking we need a way to score our prospective or existing clients to help determine those that bring us more risk. There is one person I know that is meticulous in how he manages the onboarding process and so I am happy to say Charles Love is back to give us some tips on how to create a client or prospect scorecard.
5
44 ratings
Last we we discussed client risk and even a bit about our own risks. Throughout our discussion I kept thinking we need a way to score our prospective or existing clients to help determine those that bring us more risk. There is one person I know that is meticulous in how he manages the onboarding process and so I am happy to say Charles Love is back to give us some tips on how to create a client or prospect scorecard.
8,872 Listeners
7,795 Listeners
6 Listeners
21 Listeners