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 ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Many enterprise software companies treat sales as a one-size-fits-all proposition. They go ...

A lot is written about the importance of your first clients in any business. There is a lot of opinion on working with friends and family too. Most business writing on the subject seems to mostly ...

The way you treat that client during the next 100 days may very well determine if you have a client for life who sends lots of new business your way — or one that jumps ship to a competitor sooner ...

In order to handle this meeting successfully and make a positive impact, you need to take some steps before and after the meeting. Below you can find some hints for your first client meeting. Prepare: ...

Being interconnected with clients, professionally and personally, is today's reality in many professions, not only my field of wealth management. People in businesses of all kinds find themselves ...

Creating a financial plan can be complicated. Many advisors. Conflicting interests. Complex issues. Wrong focus. Life should be the driver of the plan not the dollars and cents. I have experienced ...

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 ...

Perhaps the most exciting milestone of a young lawyer's career is landing a first client. Whether the relationship was a consequence of networking or the result of a convenient circumstance, a young ...

If you want to build a great financial advisory firm that serves the needs of your clients, put your employees first. When my partner and I began what is now Allworth Financial some 27 years ago, we ...