Additionally, in order to ensure successful communication of consultants with the target audience, the trainers provided information on communication methods and principals of clientrelationshipmanagement, and group work.
Some of the problems the regulator sees with audits are a lack of auditor professional skepticism and an inappropriate focus on building and maintaining the clientrelationship with the company management rather than on performing a public duty for shareholders.
We use Windows Terminal Server as a thin client to operate our three main software applications: Microsoft Office, QuickBooks and GoldMine, a customer relationshipmanagement program.
But instead, that the typical advisor clientrelationship transition from a state of dependence to one of interdependence where people are more involved in the investment management selection and monitoring process.