We have been working with Advisers in practice management globally for over 30 years and a cornerstone tool of our offering has been the Client Engagement Road Map (CERM). The CERM helps an Adviser map out the future engagement with a client, illustrating what a client can expect and enables the Adviser to demonstrate their value through their engagement model.
We have been working with Advisers in practice management globally for over 30 years and a cornerstone tool of our offering has been the Client Engagement Road Map (CERM). The CERM helps an Adviser map out the future engagement with a client, illustrating what a client can expect and enables the Adviser to demonstrate their value through their engagement model.