As in many relationships, the continuity of a client / advisor relationship depends on the strength of the connection. Working with a professional advisor who provides the professional guidance and ...
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 Ajit Prabhu At Quest ...
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 Brian McHale In my two ...
It's a dog-eat-dog world for financial advisors, at least when it comes to client retention and loyalty. Several advisors say conversations and regular guidance should always be top of mind when it ...
The best time to address potential mental decline is well before it becomes an issue. Advisors should initiate an aging plan for clients in their 50s or early 60s. The idea is to start the ...
Client relationships have become all the more important for communications and marketing agencies keen to retain every piece of work they can possibly lay their hands on. As a result, Simon Cotterrell ...
Headlines about market volatility, automation and shrinking budgets are everywhere. Clients aren’t abandoning professional services but scrutinizing every engagement for value. For example, corporate ...
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 ...
A committed law firm, Kornbluth Ginsberg Law Group is dedicated to offering strategic, client-focused representation in a ...
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 ...
People always talk about networking and relationships and how they relate to business. And it's no secret that as a business owner, building relationships isn't an option—it's a necessity. But just ...
Some clients have reportedly taken to "ghosting" their outside counsel—meaning they simply stop sending them work without formally ending the relationship. No bad review. No opportunity to make things ...