Every company likes to believe it puts clients first. But there’s often a wide gap between intention and reality. The reality is, to be client-first is to live and breathe the goals that matter most ...

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 ...

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 ...

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 ...

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 ...

Craig Anthony, CFA, is the founder and CEO of the Craig Anthony Group LLC. He is also an Investopedia contributor and published author. Suzanne is a content marketer, writer, and fact-checker. She ...

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 ...

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: ...

If you want to build a great financial advisory firm that serves the needs of your clients, put your employees first. When my partner and I began what is now Allworth Financial some 27 years ago, we ...