When your caseload is running hot, the phones are ringing, and your calendar invites are popping, it can be difficult to keep one very important credo top of mind — the customer is king! Yes, that is ...

Financial advisors are often called “relationship managers.” My experience, however, has been that while advisors are fantastic at client service, they aren’t actually doing much to “manage” their ...

Preparing your client for mediation in advance of the actual mediation conference is crucial to ensure a smooth and productive process that will, hopefully, lead to a resolution of the disputed issues ...

Managing the relationship with clients is one of the most important tasks for an advertising agency. The average client-agency relationship in 2013 lasted just three years, compared with seven years ...

There may be a select few practitioners who manage their client schedules so well that April is no busier than February or March. But for the majority, an avalanche of last-minute filers has become an ...

Navigating the struggle of managing multiple client accounts without burning out is quite common with most entrepreneurs, especially service providers. We are often so occupied with attracting new ...

Focus Partners Wealth has launched a new portal for some advisors and clients, aiming for full access for the $96 billion ...

Background: The relationship between emotion and money management has long fascinated Ms. Begina. As a grade-schooler, the adviser remembers having financial conversations with her parents. “Money was ...

At a time when more Americans rely on Social Security than at any other time in the program’s 86-year history, political brinkmanship and alarmist headlines are undermining public faith in the ...

Many startup entrepreneurs dream of landing marquee clients – names known around the world. Whatever business you’re in or trying to be in, few things signal the arrival of your business more clearly ...

Clients may be surprised to find out that they have more in common financially with professional athletes than they thought. Many horror stories have been told about famous athletes that spend first ...