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The ideal client: Part 2 - Losing the bad clients and qualifying your prospects

It’s time to safeguard your valuable, highly profitable clients, root out the demanding and unprofitable ones, while learning to qualify new prospects to ensure they're the best fit for your firm's long-term growth strategy.

The ideal client: Part 1 - Getting the balance right

Every firm will have good and bad clients - what’s important is getting the balance right. Sometimes there’s more value in focusing on the right client type. We show you how.

Boosting charities with Direct Debit, technology – and more millennial donors

Many fundraising methods are old-fashioned, ignoring digital technology’s innovative methods of raising awareness and collecting cash. Greater use of tech-enhanced payment systems, including Direct Debit, could encourage more young people to donate.

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