Brokerage firms, regulators and legislators continue to work to prevent the financial exploitation of seniors and other vulnerable clients. Those close to such clients, such as family and friends, are ...

CPAs who want to survive in a turbulent business environment and grow their firms must emphasize maintaining a relationship with existing and potential clients—that means contacting them more than ...

A law firm’s most precious assets are its clients, which are the source of both today’s business and tomorrow’s referrals. Therefore, you’d think that firms would strive to integrate the voice of ...

Confidentiality is a key consideration in any commercial endeavour. To retain a competitive edge in the market, a business will often do its utmost to maintain the confidentiality of client ...

Few things are more important to client retention in today’s upside-down world than consistent and relevant communication coupled with the frequency of contact. We refer to these as positive points of ...

In financial services, it's all about the clients. What your clients need, what they want, where they are, where they're going and who they can refer along the way. There is no business without ...

Professionals underestimate the importance of frequent contact with clients and prospective clients. "Frequent contact" does of course mean being in touch often. How often is often enough though? For ...

Senior Vice President, Marketing General, Inc. To continue reading this content, please enable JavaScript in your browser settings and refresh this page. When you ...

With customer experience at the top of the agenda for all brands, agencies are also learning just how important the client experience has become in a business context. With no in-person contact for ...