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.

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 ...

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 ...

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 ...

According to our research, more firms have written succession plans than in years past, and importantly, more firms are focused on how thoughtful succession and continuity planning can serve as an ...

How Taylor Kovar, financial advisor and founder of 11 Financial, breaks the ice in the first meeting with a client to build ...

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 ...

Risk management, in the words of Sarah Ference, CPA, doesn’t have to be overly complicated or time consuming. “It’s really a mindset,” said Ference, an author of the JofA‘s Professional Liability ...

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 ...

In our early years, speed and independence mattered most. We built everything in-house, iterated quickly, and focused on proving the model works. As the business grew, so did the expectations we set ...

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 ...