Shared Services sustainable success hinges on satisfied clients. But this involves more than putting your staff through client service training and asking them to “play nice”. The solution is to ...

To orient a company with the client experience means putting clients at the center of everything. “That goes beyond your sales team,” says Michael J. Toth, Executive Vice President and Chief ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Most of my friends know that I keep a place in Utah. My kids live here (Park City) and Her Ladyship and I still ski. We’re definitely “Senior” on the mountain but we love it. Typically, I get 20-25 ...

Some things can only be taught through example — and that’s where Jack Elliott steps in. The president and CEO of Cohen & Grigsby PC does train new employees as they come into the law firm, using ...

Digital workflows have shown to be extremely useful in streamlining and automating repetitive corporate operations, reducing mistakes, and bolstering overall productivity. Reports from Yahoo show that ...

When a client begins work with a new accounting firm, the onboarding process sets the stage for what's to come. This is where leadership shines, not just in the logistics they oversee but in the ...

First impressions can strengthen trust or create doubt. Learn how financial advisors can create a more confident and personalized client experience from the start.