their business plans for the next year?
their business plans for the next year? What do you want to know about your clients?
their business plans for the next year? What you currently do know about them?
for the next five years?
for the next five years? What do you want to know about your clients?
for the next five years? What you currently do know about them?
whether they have a documented succession plan?
whether they have a documented succession plan? What do you want to know about your clients?
whether they have a documented succession plan? What you currently do know about them?
what locations they operate in?
what locations they operate in? What do you want to know about your clients?
what locations they operate in? What you currently do know about them?
what they see as the major issues facing their organisation in the next five years?
what they see as the major issues facing their organisation in the next five years? What do you want to know about your clients?
what they see as the major issues facing their organisation in the next five years? What you currently do know about them?
their organisational KPIs?
their organisational KPIs? What do you want to know about your clients?
their organisational KPIs? What you currently do know about them?
are they happy with our service?
are they happy with our service? What do you want to know about your clients?
are they happy with our service? What you currently do know about them?
how they choose their professional advisors?
how they choose their professional advisors? What do you want to know about your clients?
how they choose their professional advisors? What you currently do know about them?
what they most value about working with us?
what they most value about working with us? What do you want to know about your clients?
what they most value about working with us? What you currently do know about them?
anything we could or should do differently?
anything we could or should do differently? What do you want to know about your clients?
anything we could or should do differently? What you currently do know about them?
are there services they use or want that we could deliver but are not providing them?
are there services they use or want that we could deliver but are not providing them? What do you want to know about your clients?
are there services they use or want that we could deliver but are not providing them? What you currently do know about them?
other (please specify below)
other (please specify below) What do you want to know about your clients?
other (please specify below) What you currently do know about them?