How do I Know if my Business is
Ahead of the Competition?
Plehn Perspective:
Conducting research amongst top customers and prospects is
not new. Finding out why you didn’t win the business
may yield new information. Why did the client choose the
competitor vs. your firm?
Cases:
· Qualitative research of high-net worth clients who
rejected financial services offerings.
Mystery shopping of competitive
firms and interviews to yield insight into new business
practice needs.
· Quantitative research of businesses to determine
attitudes in perceiving a financial services
brand vs. the
competition.
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