Many enterprise software companies treat sales as a one-size-fits-all proposition. They go into a meeting with a potential client and extoll the virtues of the platform they've built and all the ...

Adopting a client-centric culture is one way for firms to stand out from the competition, but it takes a lot of effort to put the client at the firm's center. The right strategy and approach will ...

How the 'Clients First, Friends Second' Formula Is Critical for Long-Term Business Success Attracting and retaining the right clients—people who appreciate and value your work as much as you value ...

Build a client-centric approach to exceed customer expectations, win ongoing loyalty and generate lucrative referrals. Good customer service is crucial for any travel agency. But agents who want to ...

When done well, onboarding new clients can mark the beginning of a long-term, successful relationship. Done poorly, however, you’ll likely see clients jumping ship and finding yourself where you might ...

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 ...

Fintechs and traditional banks alike are working to simplify banking for clients across commercial real estate. JPMorgan Chase recently sat down with clients to better understand and solve for their ...

Most client portal software tools pretend to be complete business systems until you're two months in and still using three ...

Many RIAs struggle with profitability when they attempt to “be all things to all people,” which forces them to offer a wide range of services to clients of all shapes and sizes. As we have previously ...

Many CPAs will have heard the compelling reasons why now is an opportune time to offer client advisory services (CAS). The term “client advisory services” refers to a variety of services CPAs can ...