How well do you manage the client management process?It's a question I often ask clients I work with. While most firms pay attention to various aspects of the process, many firms fail to understand ...

You’d be hard-pressed to grow your startup without proper client management procedures. You’ll miss deadlines. Have difficulty communicating with your clients. And you run the risk of causing needless ...

Back in the day, it seemed like there were really only two options to manage client relationships: face-to-face meetings and phone calls. While these client management techniques can certainly still ...

Most advisors recognize the value of referrals, but few seem to understand the psychology and the processes that promote referrals. Most often, both parties in a referral situation measure the success ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...