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Houston Accounting Services The Seven Keys to Managing Strategic Accounts by Sallie Sherman, Top-to-Bottom Techniques for Keeping Your Best Customers In-House and Happy--and Away from Your Competition Strategic accounts are your firm's lifeblood; they play a critical role in its success or failure. "The Seven Keys to Managing Strategic Accounts is filled with best practices and examples of how to intelligently manage key interactions and relationships with these vital accounts--for greater loyalty, higher profitability, and consistent competitive advantage. Let this hands-on guidebook's compelling case studies and examples help you to: Create firm-wide alignment and commitment to meeting the needs and expectations of strategic accounts Develop multi-level relationships within these accounts, from line managers to upper executives Continually quantify and communicate the value delivered to--and received from--strategic accounts Your firm's strategic accounts are its most valuable customers. Discover how today's marketing leaders are designing and implementing cost-effective, results-oriented strategic account programs, and how you can follow their lead, in "The Seven Keys to Managing Strategic Accounts. Praise for "The Seven Keys to Managing Strategic Accounts: "This book tells it right...there is no magic pill for handling strategic accounts. The author's seven keys, however, are spot on for ensuring strategic account management success."--Tom VanHootegem, Director, National Account Program, Boise Office Solutions "Although all customers are important, there are certain customers you cannot afford to ignore or live without..."--From the Preface Strategic accounts are your firm's most significant accounts. Chances are they are also your most imperiled. Why?Because as your customer service employees work overtime tending to your most demanding accounts, and as your sales force works overtime searching for new business, your strategic accounts may begin to feel overlooked.
Investing in Separate Accounts by Eric Davidson, Everything You Need to Know to Establish a Separate Account--and Control Your Own Private Mutual Fund Mutual funds--because of their lack of investment control, hidden fees, and inequitable tax liabilities--are on their way out. "Investing in Separate Accounts covers the numerous advantages of separate accounts over mutual funds and explains why separate accounts have become the new investment of choice for knowledgeable investors. Acclaim for "Investing in Separate Accounts... "Kevin Freeman, as developer of the Franklin Templeton Private Client Group, built a wealth of experience and wisdom which he shares with you in "Investing in Separate Accounts."--Sir John Templeton "Here is the first comprehensive publication that tells the powerful story of managed accounts, how they work, and why they are positioned to dominate in the delivery of investment consulting services in the years ahead."--Christopher L. Davis, Executive Director, The Money Management Institute ""Investing in Separate Accounts is a great book for investors who want to learn how separately managed accounts can help meet their investing objectives."--Steven M.H. Wallman, Founder and CEO, FOLIO"fn "This is the first truly insightful book I have read on the next really big thing: separate accounts."--Jamie Waller, Director of Separate Accounts, Citigroup Asset Management; Former Partner, Checkfree APL "(Erik Davidson and Kevin Freeman's) separate account solution shows a long-term vision for the wealth management clients need."--W. Reay Mackay, Vice Chairman, RBC Financial Group "Clearly, separate accounts have strong selling points. Unlike investing in a mutual fund and immediately being exposed to thefund's embedded capital gains, an investor has some say over stock purchases and sales in a separate account, giving him better control over his tax bills.
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