How can I prompt clients to refer me to others? How can I prevent lost returns or market volatility from affecting my client relationships? How can I convince my client to follow my advice? Although ...

When you consider the last five years in the financial planning industry, what are the big topics that come to mind? What about the last 10 years? For me, technology is at the top of the list. We’re ...

The financial industry's accelerating digital transformation has culminated in the adoption of new technologies and processes by financial services firms to remain competitive and meet clients' ...

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 a time when law firms are searching for sustainable ways to grow, it's time to reexamine whether your client relationship partners are truly set up to direct and lead—or merely expected to manage ...

The old adage that "the customer is always right" might be a good rule of thumb, but MSPs must also consider the welfare of their business when they face disputes with their clients, finding ways to ...

Remember when Zoom fatigue wasn’t even a thing? The pandemic changed how we work almost overnight. According to Statista, the remote worker rate jumped from 13% in 2020 to 27% just two years later.

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 ...

The relationship between you and your clients shouldn’t be solely focused on business transactions. Deeper client relationships start with a willingness to get to know your customers on a personal ...

Establishing clear expectations from the outset and consistently delivering superior products and services fosters trust and reliability. Prioritize providing value to clients instead of focusing ...

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 ...