B2C Clients Planning 
The Big Picture
MARCH 25, 2025
As you note, when we spun out, we kept all of our Bear Stearns accounts, continued to work with all their private client service people over there. Like, you can plan a tweet six months in advance. And so we, it was kind of like, you know, Ken Stanley’s book, greatness Can’t Be Planned. So it was very, very amicable.
eMoney Advisor
MAY 9, 2023
In a business built on relationships, the client experience fuels everything from financial advisor lead generation to client retention. Many financial planning firms say the client experience is their secret sauce. And are you specifically measuring what matters to the client? Referrals Per Client: 2.68
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Trade Brains
NOVEMBER 24, 2023
We will take a look at the overview, financials, and future plans of CE Info Systems. In FY2023, they added over 250+ clients in B2B and B2B2C segments and over 850+ clients across various industries, with a retention ratio of more than 90%. The order book stood at Rs. 918 crore on March 31, 2023, as compared to Rs.
Steve Sanduski
JULY 20, 2022
” Step one in Andy’s design process is interviewing an advisory firm’s key stakeholders to understand who’s on your team, what your client niche looks like, and perhaps most importantly, why your visitors decide to start working with an advisor. What makes your firm and your approach to financial planning special?
Trade Brains
SEPTEMBER 22, 2023
It also manufactures and packages lubricants on a private label basis for some of the customers for B2B as well as B2C verticals. Some of the clients are BEML, HAL, Mazagon Dock Shipbuilders, Mahindra First Choice Services Limited, Godrej & Boyce Manufacturing Co. trillion by 2040.
Trade Brains
NOVEMBER 16, 2022
It focuses on the affluent category of clients. The company has planned production targets of 137 MTPA by FY24 and 159.25 Tata Elxsi caters to leading clients from automotive, communications, healthcare, rail, semiconductor, pharmaceutical, biotechnology, and other industries. . MTPA by FY25 respectively. 52,599 crores in FY22.
The Big Picture
NOVEMBER 15, 2022
Are your clients, the advisors, or are your clients, the institutional asset managers or both? I think the way to think about this is we’re a business-to-business organization in terms of if you’re going to look at the revenue lines, but with B2C responsibilities, right? RITHOLTZ: So here’s the question.
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