How to free up more time to engage with clients

Are you struggling to find time to really engage with clients? See my top 5 tips below.

1. Streamline client data collection and processing
2. Delegate responsibility for compliance relationships
3. Delegate client administrative tasks where possible
4. Appoint a workflow manager to take control of jobs
5. Establish targets for client discovery time and monitor

Click to view the supporting video presentation.

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