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 ...

Learn how financial advisors can manage client expectations, mitigate frustrations, and build trust through education, communication, and realistic goal setting.

In an age where e-commerce and digitization have disrupted traditional retail models, the jewelry consignment business continues to thrive on the timeless values of trust and relationships. Successful ...

A good client has realistic expectations. Legal cases often take months or even years. Courts are overloaded, opposing ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

In the competitive landscape of the accounting industry, firms are increasingly recognizing the pivotal role that client service plays in their success. From small boutique firms to large ...

As more automation becomes the norm, you can distinguish yourself as a financial professional by using technology wisely and ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

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 ...

In-house counsel are taking a hard look at how outside law firms are leveraging AI. Maintaining existing relationships ensures sustained revenue, is imperative to long-term collaborations and enhances ...

When dealing with issues such as late payment, cybersecurity carelessness, and service disputes, MSPs must protect client relationships while also ensuring their own financial welfare through ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Christian Jacobsen “The ...