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 ...

In today's complex financial landscape with so many variables, assumptions, and unknowns, it’s easy to overwhelm your clients with how you prepare and present your recommendations. This is where The ...

Like all modern operating businesses, accounting firms today can't look like those of the past. Clients are expecting change, and so are the employees that engage them. Digital natives make up more of ...

An integral part of the financial planning process is understanding what your client needs, versus what’s a nice-to-have.

Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

It's 9 p.m., and a demanding client email pings your inbox. Your team is stretched thin, and you want to protect their time, but this is a key client. How do you navigate these pressures? Sometimes, ...

As someone who has had the honor of working with thousands of salespeople and entrepreneurs over the years, I’ve witnessed firsthand the transformative power of client-centered selling. It’s not just ...

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' ...

Mapping the client journey is an eye-opening exercise that highlights inefficiencies and bottlenecks in your firm’s processes. By dissecting each stage of the client’s experience, from initial contact ...

Here's why lawyers are obligated to reasonably inform their clients and recommend a course of action—even if it's a harsh reality—most likely to be successful or to address the client’s goals and ...

As the needs of ultra-rich individuals and families continue to evolve, one of the biggest names on Wall Street has made some changes to its family office solutions. Goldman Sachs has combined its ...