Account Benchmarks: charting portfolio TWRR

Video created by Michael Kinens Employee on Jul 19, 2016

    Providing a prospective client with details on your 'in-house' portfolio's performance allows you to highlight some of the value that is delivered by your business.  To maximise the impact however, consider presenting them with a side-by-side comparison of their existing portfolio and the model which best meets their needs and objectives.