The most effective agency-client partnerships are built on honest communication and clearly defined roles from day one.

When organizations are perceived primarily as vendors, they compete on speed, convenience, and price—the exact arena ...

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 ...

At the PLANADVISER 360 Conference in Scottsdale, Arizona on November 13, retirement plan advisers shared actionable strategies for attracting new clients, opening the dialogue with them, and ...

Driving client engagement is important. With demand for services remaining almost flat, firms are grabbing share of wallet from one another. Not sure what to ask clients? How to build long-lasting ...

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 ...

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 ...

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 ...

In today’s competitive legal market, one of the few ways to truly differentiate yourself from the competition is by delivering exceptional client service. But what defines exceptional client service?

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 ...

Where a CAB recommends a securities transaction to an eligible employee who qualifies as a retail customer under Regulation Best Interest or a retail investor for Form CRS, the CAB must comply with ...

Many leadership teams encourage employees to be more consultative. But without structural support, that guidance can feel aspirational.