Think about the last time someone outside your family asked how your kids or grandkids were doing — and referenced them by name. How did that make you feel? Pretty good, right? Processing Content Next ...

Even the most effective outside ­counsel can have too narrow a vision of her relationship with a general counsel. The "standard vision" is ­focused on continued maintenance of the relationship ...

A truly informed teammate with a 360-degree view of clients across all touch points Advisor360°™, a leader in integrated wealth management technology, has expanded Parrot AI®, its secure and compliant ...

As attorneys, we strive to master the facts and be creative with the law in order to help our clients prevail in their cases. But when our client comes from a different country or speaks only a ...

How can I prompt clients to refer me to others? How can I prevent lost returns or market volatility from affecting my client relationships? How can I convince my client to follow my advice? Although ...

Whether it's a one-off exercise or a regular occurrence, seeking independent feedback from clients will help identify what they truly value, says Allan Carton The challenge of delivering better value ...

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 ...