Back in the 1970s, I was introduced to the phrase “client maintenance,” when the consulting engineering firm I worked for was revisiting how the company remained in contact with past clients. At the ...

For end users, sourcing a digital signage integrator can be a drawn-out process. These clients understand that many issues can arise from ownership of the project, to discussion on content types, to ...

Advisors should communicate often and accurately with clients during this economic turmoil, said Rosemary Denney, president of Wealth Matters Consulting, a consulting firm for financial advisors based ...

Even the most diplomatic leaders butt heads with clients sometimes. As CXO of Attack!, an experiential marketing agency, I know I’ve had my share of miscommunication (especially with CMOs) over the ...

LAS VEGAS -- Tax strategy and investment management are important, but communicating with clients is one of the most critical aspects of any financial planner's practice, argued pioneering planner ...

In a first for InvestmentNews Research, we recently fielded a survey that reached out to both advisers and investors to get a sense of whether advisers are prepared to meet the expectations of the ...

Clients that are unversed in litigation may have difficulty understanding why their case is "not moving" or "taking so long." Lawyers facing these types of questions cannot simply ignore the client's ...

With the arrival of autumn, CPAs are starting to realize that the leaves aren't the only things changing this year — consumer behavior has clearly shifted. The last few years we have seen a sea change ...

Getting a critical email or voicemail response from people who like to ghost can give you ulcers. These are the times that try our souls. Or has that already been said? Never mind, it’s still true. So ...

Elevate your real estate business with expert advice on explaining professional fees and demonstrating value in the 2025 ...