As in many relationships, the continuity of a client / advisor relationship depends on the strength of the connection. Working with a professional advisor who provides the professional guidance and ...

A good client has realistic expectations. Legal cases often take months or even years. Courts are overloaded, opposing ...

New data from Zillow’s 2025 Consumer Housing Trends Report for Agents reveals a marked shift in how buyers and sellers ...

The artifacts of intentional culture guide our client relationships and are the foundation of building an ever-growing book of business—even in challenging times. The Fast Company Executive Board is a ...

Discover techniques to improve your cold calling strategy and effectively engage clients, boosting your business acumen and building long-lasting relationships.

Business development is, first and foremost, about people and your relationships with these people. While marketing and visibility activities (speaking, writing, etc.) are critical, it's the people ...

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 ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Retaining misaligned or energy-draining clients is detrimental, actively draining resources.

Understanding the basic tenets of managing money is critical in today’s economy. Yet too few Americans make an effort to fully understand the vocabulary of finance, leaving them ill-equipped to make ...

Headlines about market volatility, automation and shrinking budgets are everywhere. Clients aren’t abandoning professional services but scrutinizing every engagement for value. For example, corporate ...