Businesses across industries are increasingly focused on maintaining long-term relationships rather than continuously pursuing new customers. These “near-permanent” relationships go beyond traditional ...

Prioritizing your onboarding process will help ensure customers begin successfully, obtain a clear understanding of how your service or product works, and build a relationship of trust with your ...

The customer is always right. It’s a phrase that has been ingrained in everyone that has worked in any client-facing environment. Is it always true? No. Is it always wrong? Also, no. Maintaining a ...

When you consider the last five years in the financial planning industry, what are the big topics that come to mind? What about the last 10 years? For me, technology is at the top of the list. We’re ...

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 my two ...

The financial industry's accelerating digital transformation has culminated in the adoption of new technologies and processes by financial services firms to remain competitive and meet clients' ...

Are you the first phone call your client makes when they experience joy or sadness in their life? In my field of financial planning, building strong relationships is key to doing the best work for ...

Customer service issues represent an opportunity to both grow and acquire new business. It’s a dynamic that I have witnessed numerous times over my 36 years as a business leader in litigation services ...

Opinions expressed by Entrepreneur contributors are their own. The recent surge in digital behaviors has raised the bar in customer expectations. According to a 2021 McKinsey report, 75% of consumers ...

The old adage that "the customer is always right" might be a good rule of thumb, but MSPs must also consider the welfare of their business when they face disputes with their clients, finding ways to ...

No one likes hearing “no.” But saying it isn’t easy either. Customer success managers jump through hoops to keep clients satisfied and make sure they’re getting the most value out of a product or ...