Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

As AI becomes embedded in finance operations, especially through agentic systems that act on behalf of organizations, the ...

At the PLANADVISER 360 Conference in Scottsdale, Arizona on November 13, retirement plan advisers shared actionable strategies for attracting new clients, opening the dialogue with them, and ...

As we bank in today’s financial age, technology is everywhere. Mobile apps allow us to deposit checks within seconds. Digital ...

AI may optimize PPC, but it can’t replace empathy, listening, or trust. Four relationship fundamentals still set agencies ...

In a time when law firms are searching for sustainable ways to grow, it's time to reexamine whether your client relationship partners are truly set up to direct and lead—or merely expected to manage ...

Taking on the wrong clients can quietly drain time and results, and this episode explains how to spot red flags early.

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Brian McHale In the ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Retaining misaligned or energy-draining clients is detrimental, actively draining resources.

In the rapidly evolving world of business, simplicity often gets overshadowed by the allure of the latest technology and artificial intelligence (AI) advancements. While these tools offer incredible ...

In today’s competitive market, retaining clients is just as important, if not more so, than acquiring new ones. Reducing churn—clients leaving your business—requires a strategic approach centered ...

An effective way a company can differentiate themselves from their competitors is by the level of service which they provide before, during and after the sales process. Building relationships with ...