Financial Services without Borders. How to Succeed in Professional Financial Services

Lessons from the leading financial consulting firm What is good financial service? Being knowledgeable. Keeping in touch. Knowing your clients needs. For the past twenty-five years, senior executives of professional financial services firms have relied on the experience of Greenwich Associates in establishing their strategy to attract and keep a committed client base-the core of financial services consulting. Based on work they have done at virtually all of the worlds leading professional financial services organization, this book shares the techniques developed and lessons learned in the Greenwich Associates proprietary research and experience consulting for over a quarter of a century.