In a time when law firms are searching for sustainable ways to grow, it's time to reexamine whether your client relationship partners are truly set up to direct and lead—or merely expected to manage ...

In an era dominated by automated campaigns, instant messaging, and short sales cycles, many organizations prioritize speed ...

Are you a print subscriber? Activate your account. By Paul Suchman - 1 hour 2 min ago By Parker Herren - 4 hours 43 min ago By Adrianne Pasquarelli - 4 hours 43 min ago 22 hours 2 min ago By Rob ...

In today’s high-stakes, hyperconnected business landscape, technical knowledge alone doesn’t build client trust or secure long-term loyalty. What does? Communication Intelligence, or CQ. Ultimately, ...

Learn how financial advisors can use AI prompts to craft empathetic, compliant emails that support their clients through financial challenges and life transitions.

It’s about building trust with your clients, understanding their anxieties, and guiding them. Why do we do all this? Strong client relationships are the foundation of a thriving immigration law ...

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 ...

In today’s competitive market, retaining clients is just as important, if not more so, than acquiring new ones. Reducing churn—clients leaving your business—requires a strategic approach centered ...

It’s not uncommon for customer engagement to ebb and flow over time. However, businesses must be careful not to mistake critical warning signs of customer dissatisfaction and prolonged disengagement ...

Discover five key questions that financial advisors should ask to understand client goals, assess risks, and build lasting relationships.