We might assume a prospect becomes a client when they have transferred in money and bought something. It makes sense. They have an account number. You booked revenue. They are now a client. Or are ...

Mapping the client journey is an eye-opening exercise that highlights inefficiencies and bottlenecks in your firm’s processes. By dissecting each stage of the client’s experience, from initial contact ...

The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.

A business unit CEO Jane Fraser called a "crown jewel" during the bank's first-quarter earnings call says its reaping ...

When leaders think of how to improve their customer's experience, they often associate this practice with retail or technology services that are digital-first, transactional businesses. While the need ...

Debunking the myth of "the customer comes first." ...

Dealing with tough clients is practically a rite of passage in freelancing, small business, or customer service. Complaints, impossible requests, and high-maintenance personalities can stretch ...

Originations are the life blood of every law firm. Rainmakers are, therefore, critical and having a large book of business makes attorneys much more marketable. But as the saying goes, too much of a ...

The desire to help may never be stronger than when a patient faces the upheaval of divorce. A client’s anxiety may naturally be high as they face so much change: When will they see their children?

For over 15 years, I've heard therapists describe clients as resistant. I’ve heard it when a client doesn’t complete homework, avoids a topic, pushes back on a recommendation, cancels sessions, or ...

Not all clients are good for your business. Learn how to identify bad clients, minimize their impact and professionally fire them while protecting your team, finances and reputation. Bad clients can ...