Today’s customer doesn’t trust you. They don’t want to be sold the idea of your brand. They want to hear from real people about how you helped them, plus what you got wrong and right. At the same time ...

Your primary care provider is more than just your annual stop for routine checkups. They’re also the central hub for coordinating your health care, from specialist visits to follow-up testing and ...

In a survey of 421 wealth managers, half said client referrals are the best way to get new high-quality clients, and 43% said that client referrals resulted in their best five clients. Client ...

I don’t believe advisors should ask clients for referrals in the traditional way they have been trained to do so in our industry. For years, advisors were encouraged (by consultants, coaches, and firm ...

Forbes contributors publish independent expert analyses and insights. Attracting high-paying clients by marketing with a book and a speech. Why do powerhouse pro NFL teams such as the Baltimore Ravens ...

CPAs in small firms face many of the same operational challenges when it comes to running their firms. This is the third in an occasional series highlighting how individual practitioners tackled ...

According to Truelist referral marketing stats, “People are four times more likely to make a purchase after a referral from a friend.” We trust our friends and what they tell us. So, when they hype up ...

We all are reeling from the gimmicks and shock unleashed on the public by the meteoric rise of ChatGPT and its ability to imitate humans while giving many of the populus direct contact to AI for the ...

At the Schwab Impact conference in Washington, I was on a panel discussing client experience. One part of the discussion caused quite a stir in the media, both traditional and social. While sharing ...