Excellence in client service requires a blend of responsiveness, clear communication, anticipation of needs, and deep business understanding. By implementing these standards, you can elevate your ...

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 ...

will give you a better chance of establishing the strong rapport that is the foundation of solid client relationships. After you've followed the steps a few times, they will become second nature.

Strategies for marketing, advertising and PR firms to build solid, long-lasting client relationships — crucial for achieving high retention rates and revenue growth. In my 15 years as a business ...

Halfway through his presidency, Ian Priest takes stock of seven principles that have guided his campaign for better commercial creativity ... agenda is about continuous improvement in client-agency ...

There's no faster way to derail a new client relationship than by having a piecemeal ... soup to nuts, it paints a better picture of how long a new onboarding can take. Advisors need to coordinate ...

Customer Relationship Management (CRM) software’s primary goal is to help small businesses foster better relationships ... the easy creation of a client knowledge base, data export, email ...