Case Study - RWR Associates

27 September 2016

Established in 1990, following significant industry experience, Richard Reith's financial services business is based at Dunston Innovation Centre, Chesterfield. As the sector has changed over the years, Richard has developed significant business to business opportunities and now services individual needs where there is the most to gain from careful investment, retirement and life insurance planning.

Examination of the customer service model in conjunction with the Growth Hub Advisor enabled the business to fine tune systems and processes to successfully grow the business and develop capacity. This included different approaches to the use of seminars, alternative time management approaches within the review system, use of web-based communications and additional ways to develop referrals.

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