How can I prompt clients to refer me to others? How can I prevent lost returns or market volatility from affecting my client relationships? How can I convince my client to follow my advice? Although ...

New York native and nomad by choice—Emily is a marketing & PR pro, now the founder of the award-winning R Public Relations, New York. Remote work and communication have increased in recent years. The ...

Greensboro: "We've culled our book, but I still find myself getting bogged down with clients that are below my firewall -- I'm most effective as a rainmaker, not dealing with smaller clients," ...

One of the best projects I ever worked on is described in the Summer 2021 issue of Leader to Leader in an article authored by Ian Read, Pfizer’s CEO from 2010 to 2018 entitled “Formed in the Crucible ...

In freelancing, one-off projects can be exciting — and sometimes even career-changing. They let you explore new industries, meet different clients and flex your creative muscles. But when all your ...

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 ...

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 ...

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

It’s easy to say things like “I want to work with someone I trust,” or “I need someone trustworthy to handle my investments.” But sometimes we can use a word so often that we don’t think about what it ...

It's not about answering their calls and doing what you promised you would: Sarah Dobek of Inovautus Consulting explains why firms should elevate their client experience. Welcome to On the Air with ...

The financial industry's accelerating digital transformation has culminated in the adoption of new technologies and processes by financial services firms to remain competitive and meet clients' ...