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Relationship Marketing For Financial Planners

This class was created by Brainscape user REAMOHETSOE SEITATOLE TSOEUTE. Visit their profile to learn more about the creator.

By: REAMOHETSOE SEITATOLE TSOEUTE
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Decks in this class (6)

Topic 1
Commoditisation,
Progress of economic value,
Relationship marketing
27  cards
Topic 2
Levels of analysis,
Macro political level forces,
Different types of actions
30  cards
Topic 3
Purpose of treating customers fai...,
Risk factor,
Steps in managing ethical risk
48  cards
Topic 4
Relationship marketing,
Acquisition,
Growth
34  cards
Topic 5
Segmentation,
Market segment,
Market segment criteria
104  cards
Topic 6
Ecrm,
Robo advisors,
What should financial planners fo...
26  cards

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Relationship Marketing For Financial Planners

  • Class purpose General learning

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