I imagine all agency owners and leaders can agree that the more channels or services in a client engagement, the longer we retain that client on average. Of course, not all clients include different ...

High-value clients are vital for long-term business success. These clients typically generate consistent revenue, become ...

Value-based selling is an essential skill for sales professionals, especially in markets where price often becomes the determining factor for clients. In many cases, these decisions occur because the ...

The artifacts of intentional culture guide our client relationships and are the foundation of building an ever-growing book of business—even in challenging times. The Fast Company Executive Board is a ...

Practitioners analyse a survey on how law firms prove value to their clients and reflect on why the concept can be hard to pin down Data company UnitedLex released a survey on April 11 revealing how ...

What clients value and what accountants think they value are rarely the same thing, and Joe Woodard makes the case that it's accountants who need to change their ideas around value, not clients.

Today, 77% of plan sponsors work with some type of plan adviser, according to data from the 2023 PLANADVISER Adviser Value Survey. That compares to an average of 60.3% from that same survey done in ...

In this Spotlight on Community Banks article, we spoke with Corey Chambas, Chief Executive Officer of Wisconsin-based First Business Financial Services, Inc. Corey discusses the bank’s evolution over ...

That was among the findings explored during Michael Kitces' presentation, "Trends in Advisor Technology: The Latest from Kitces Research," at Future Proof in Huntington Beach, California, on Monday.