Finding and nurturing the client relationships is a key part of any service provider business. This board has everything you need to provide an excellent client experience, including how to onboard new clients, client management tools, and how to find clients.

Fredrik founded Cape Horn Capital in 2022 to establish an advisory firm catering for the bespoke needs of UHNW clients and family offices. Fredrik has over 20 years of global financal experience having worked in wealth advisory roles in Madrid, Stockholm and Sydney. His international career began at Lloyd’s of London in 1996 before being recruited as an investment adviser in the Private Wealth Management Business of UBS.

The moment you are working with a new client and it seems that it does not matter what you ask, you get that awkward silence. The client in your chair has no interest in you. The idea of awkwardness is growing within you, and you get the feeling that it will be super hard to please the client sitting in your chair. Just like all relationships in life, not everyone is a good fit for us! Not every client will be the right client for you. This is why this week’s Seren Flow mantra is: I attr...

A pleasant client experience is crucial in building better relationships with future and current clients. With these tips, you can create a memorable brand, establish stronger connections, and earn raves from clients.

To help get it right for your business, you need to work with an established firm that will help realign your IT services delivery according to the international standards.

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