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 ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Many enterprise software companies treat sales as a one-size-fits-all proposition. They go ...

The way you treat that client during the next 100 days may very well determine if you have a client for life who sends lots of new business your way — or one that jumps ship to a competitor sooner ...

In order to handle this meeting successfully and make a positive impact, you need to take some steps before and after the meeting. Below you can find some hints for your first client meeting. Prepare: ...

Being interconnected with clients, professionally and personally, is today's reality in many professions, not only my field of wealth management. People in businesses of all kinds find themselves ...

A lot is written about the importance of your first clients in any business. There is a lot of opinion on working with friends and family too. Most business writing on the subject seems to mostly ...

Learn: Study Your Client The first step in establishing any long-lasting relationship is to learn about your potential new partner. You cannot build good business ties unless you really find out how ...

Build a client-centric approach to exceed customer expectations, win ongoing loyalty and generate lucrative referrals. Good customer service is crucial for any travel agency. But agents who want to ...

When done well, onboarding new clients can mark the beginning of a long-term, successful relationship. Done poorly, however, you’ll likely see clients jumping ship and finding yourself where you might ...

MINNEAPOLIS--(BUSINESS WIRE)--Today Ameriprise Financial, Inc. (NYSE: AMP) announced that two practices managing a combined $1.1 billion in assets joined the firm for its client-first culture, growth ...