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Back in the 1970s, I was introduced to the phrase “client maintenance,” when the consulting engineering firm I worked for was revisiting how the company remained in contact with past clients. At the ...

Many business owners invariably reach a time when they know they need to raise prices. Maybe the competition is priced far higher, demand is too high to keep up with, or the perceived value of the ...

Although a small business might not always be able to keep up with industry giants in terms of price points and salaries, one major competitive advantage small-business managers can exploit is the ...

As the future beneficiaries of current clients’ estates and assets, Gen-Z investors are a generation that advisors can’t ignore. As a Gen Z-er—an individual born between the years of 1995 and 2010—I ...

Anne Miller is a coach and business builder who did an exceedingly entertaining presentation at the Women Advisors Forum, that Bank Investment Consultant and our sister publications held in Boston on ...

Agora Studio is a global network of professional artists which provides freelancing services to studios around the world. The company’s stated mission is “To close the gap between freelancers and ...

With the arrival of autumn, CPAs are starting to realize that the leaves aren't the only things changing this year — consumer behavior has clearly shifted. The last few years we have seen a sea change ...

Did you know that 82% of all customers expect an immediate response from brands? That’s according to HubSpot’s 2018 “Consumer Customer Support Survey,” which surveyed 1,000 consumers. You have some ...

As the year winds down, advisors are gearing up to perform critical end-of-year tasks for their clients. These include identifying tax-loss harvesting opportunities, generating client portfolio ...

Communication is central to an insurance agency. It’s a vital part of interacting with clients and underwriters, boosting productivity and improving company processes. Communication serves a greater ...

Financial advisers are trusted guides, helping their clients navigate complex financial landscapes that involve pensions, investments, mortgages, and protection products.