“We classified the types of client risk we face in our retention efforts and made specific plans to manage those risks.”
The retention of your best clients and their assets is an important part of maintaining and growing the business. Below is an example of how top sales teams classify client risk, and how they address beneficiary risk in particular.
Remember: Be sure to follow your firm’s approval process to obtain approval for any sales ideas or marketing materials you would like to use with clients. For help with this and any other business-building ideas, please call your MFS® partners at 1-800-343-2829 or +1-617-954-6450 (non-US).
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