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: Study Your Client The first step in establishing any long-lasting relationship is to learn about your potential new partner. You cannot build good business ties unless you really find out how ...

If you ask many accountants about customer or client relationship management software, many of the answers will be something like, “We don’t need CRM, we have practice management.” However, practice ...

What role do you play with your clients? Yes, you’re their benefits advisor, but are you also their “trusted advisor?” That, after all, is the pinnacle of business relationships. Think about your ...

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 ...

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 ...

Strong client and customer relationships are critical to business growth, retention and reputation—but they don’t happen by chance. They’re built over time through consistent leadership, clear ...

Relationships are complicated. And sometimes relationships don’t work out, but the best relationships can be mutually beneficial, even magical. We could be talking about you and your best friend, but ...

What is the ideal number of times to be in touch with clients each year? It's probably higher than you think. A recent survey by Accenture Wealth and Asset Management Services told us something we ...

It’s about building trust with your clients, understanding their anxieties, and guiding them. Why do we do all this? Strong client relationships are the foundation of a thriving immigration law ...