Many enterprise software companies treat sales as a one-size-fits-all proposition. They go into a meeting with a potential client and extoll the virtues of the platform they've built and all the ...

If you're on the fence and unsure of whether investing in a client-centric culture is a good move, it may help to understand why a cultural change may be the best thing you do for your firm in 2023.

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 ...

First impressions can strengthen trust or create doubt. Learn how financial advisors can create a more confident and ...

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 ...

ON-DEMAND This event is now available on-demand. If you have previously registered, access the recording here and login. Produced and Sponsored by: In today's competitive landscape, the most ...

Risk management, in the words of Sarah Ference, CPA, doesn’t have to be overly complicated or time consuming. “It’s really a mindset,” said Ference, an author of the JofA‘s Professional Liability ...

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 ...

Fintechs and traditional banks alike are working to simplify banking for clients across commercial real estate. JPMorgan Chase recently sat down with clients to better understand and solve for their ...

Industry Insights from Thomson Reuters Institute, a part of Thomson Reuters. As the pandemic forced businesses around the world to face a multitude of issues, ranging from employee safety to supply ...