In this video you will hear from Anand Sekhar, Vice President, Practice Management & Consulting, Fidelity Institutional and Brian Leitner, Head of Mariner Platform Solutions. Here’s a preview of the topics Anand covered: How to gain business efficiencies so you can spend more time with clients, strategies for understanding, segmenting and engaging clients, creating a business continuity plan and how to develop talent within your practice.
03:46: Time Spent in Front of Clients
13:30: Investor Perspectives & Client Segmentation
40:49: Talent Development
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