Investors’ expectations for financial advisors are evolving. Previously, clients mostly focused on the functional value that an advisor provided. But now, advisors are being pushed to deliver ...

Building, nurturing, and maintaining strong relationships with clients isn’t just a nice-to-have; it’s the foundation of long-term business success. Whether you're a freelancer, consultant, or part of ...

A recent study by Austin, Texas-based lead generation service Wealthtender confirmed what many advisors probably already instinctively understand: clients value the personal relationships with their ...

An account management strategy dictates how you handle your company's accounts. Learn how to prioritize your accounts and keep your business on track.

Clarify boundaries and expectations early to prevent client stress, identify bad clients and ensure a smooth freelance experience. Effective onboarding and kickoff calls are critical to ensure against ...

The artifacts of intentional culture guide our client relationships and are the foundation of building an ever-growing book of business—even in challenging times. The Fast Company Executive Board is a ...

In today’s competitive market, retaining clients is just as important, if not more so, than acquiring new ones. Reducing churn—clients leaving your business—requires a strategic approach centered ...

When leaders think of how to improve their customer's experience, they often associate this practice with retail or technology services that are digital-first, transactional businesses. While the need ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

New York native and nomad by choice—Emily is a marketing & PR pro, now the founder of the award-winning R Public Relations, New York. Remote work and communication have increased in recent years. The ...

Relationship Tips: In today 's era of social media and an open society, people have become quite open -minded about their relationships. But one thing to always remember is that every relationship is ...