ONE-WAYDated event · through FY2022
Acquiring new money and assets and expanding recurring revenue through changes in sales behaviour
A theme focused on curbing unnecessary product switching, shifting sales practices toward prioritising clients’ unrealised gains and financial plans, expanding new money, assets under custody and recurring revenue, and building a stable earnings base.
Companies1How many companies write about this.
Threads1One company can carry more than one thread here.
PeriodFY2018 →Last written FY2022
Directionhelps1 helps · 0 hurts · 0 flat