Regardless of their industry, most professionals will encounter challenging customers at some point in their careers. In the agency world, scenarios where customers aren’t satisfied with creative ...

When it comes to retaining clients, regular client communication can prove an asset. But communication without value for the client can be a hinderance rather than a help. What are best practices for ...

Back in the 1970s, I was introduced to the phrase “client maintenance,” when the consulting engineering firm I worked for was revisiting how the company remained in contact with past clients. At the ...

Improving the advisor-client connection is the best way to drive growth during challenging economic times. This was the message of a webinar called “Is Your Advisory Business Recession-Proof?” from ...

Strong client and customer relationships are critical to business growth, retention and reputation—but they don’t happen by chance. They’re built over time through consistent leadership, clear ...

Establishing clear expectations from the outset and consistently delivering superior products and services fosters trust and reliability. Prioritize providing value to clients instead of focusing ...

If you’ve been paying attention to the news lately, you’ve probably heard the word “recession” being thrown around. Inflation is at a 40-year high and is affecting everything from the cost of ...

Effective client communication is an art requiring practice, diligence and compassion. But, just as it is with a friend or partner, the right kind of communication is key to long-lasting ...

The best time to address potential mental decline is well before it becomes an issue. Advisors should initiate an aging plan for clients in their 50s or early 60s. The idea is to start the ...

If you look at the traditional definition, it is defined based on the type of business. For example, Hubspot, a leading marketing and CRM company, describes it this way: "A customer is someone who ...

The defining line between a good and great agent is exceptional communication skills. I’ve learned this from many lessons over the years. David Curry Although strong products and competitive pricing ...

Having a regular or ongoing client is great for company profits, but it can be downright unpleasant if you have a client like the one in this story. Check out how this team turned their situation ...