Growing your business
Getting value from the database you already have
NZMAI · · 1 min read
Before spending anything on new enquiries, it is worth understanding what you already hold: existing clients, past clients, historical enquiries and contacts that were never worked.
The practical first step is an honest assessment of completeness. A large list with no contact details or consent is not a database, it is a spreadsheet.
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General information for advisers. Nothing here is regulated financial advice.
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