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 ...

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 ...

If you're on the fence and unsure of whether investing in a client-centric culture is a good move, it may help to understand why a cultural change may be the best thing you do for your firm in 2023.

Attracting and retaining the right clients—people who appreciate and value your work as much as you value their trust and confidence in your team—is key for long-term business success and personal ...

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 ...

MINNEAPOLIS--(BUSINESS WIRE)--Today Ameriprise Financial, Inc. (NYSE: AMP) announced that two practices managing a combined $1.1 billion in assets joined the firm for its client-first culture, growth ...

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 ...

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 ...

For decades, investors have searched for one thing above all else when choosing a financial advisor: Advice they can trust. Yet the financial advice industry has long struggled with a structural ...

Industry Insights from Thomson Reuters Institute, a part of Thomson Reuters. As the pandemic forced businesses around the world to face a multitude of issues, ranging from employee safety to supply ...

Carolyn McClanahan, CFP, MD, is the founder and president of Life Planning Partners, Inc. She is a contributor to CNBC, Investopedia, New York Times, Wall Street Journal, and Washington Post, and a ...

The Client Focused Reforms (CFRs) were designed to move the Canadian advice industry beyond simple disclosure and toward demonstrable client outcomes. Rather than prescribing products or business ...