Top advisors are solving problems better, not just selling harder. Learn how captives deliver transparency, control, and ...

Make a lasting impression on your prospective clients with our tips for a successful first meeting and ensure there’s always a second meeting.

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 ...

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

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 ...

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 ...

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 ...

Jake Kline of Dream Homes with Jake continues to prioritize community involvement and client-first real estate service in Troy, IL, offering buyers and sellers a trusted, relationship-driven approach ...

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 ...

Industry Insights from Thomson Reuters Institute, a part of Thomson Reuters. As the pandemic forced businesses around the world to face a multitude of issues, ranging from employee safety to supply ...

Learn: Study Your Client The first step in establishing any long-lasting relationship is to learn about your potential new partner. You cannot build good business ties unless you really find out how ...

Most client portal software tools pretend to be complete business systems until you're two months in and still using three ...