Many enterprise software companies treat sales as a one-size-fits-all proposition. They go into a meeting with a potential client and extoll the virtues of the platform they've built and all the ...

When done well, onboarding new clients can mark the beginning of a long-term, successful relationship. Done poorly, however, you’ll likely see clients jumping ship and finding yourself where you might ...

The onboarding period after winning a new client is critical to the relationship. Learn how using tech can streamline the onboarding process, resulting in a smooth, powerful experience.

If you're on the fence and unsure of whether investing in a client-centric culture is a good move, it may help to understand why a cultural change may be the best thing you do for your firm in 2023.

First impressions can strengthen trust or create doubt. Learn how financial advisors can create a more confident and personalized client experience from the start.

Perhaps the most exciting milestone of a young lawyer's career is landing a first client. Whether the relationship was a consequence of networking or the result of a convenient circumstance, a young ...

With corporate layoffs on the rise, a growing number of professionals are launching their own consulting startups. But competition is fierce and finding that first client can be a challenge. One of ...

There’s nothing worse than taking on a client that doesn’t want to pay your rates. Yes, sometimes you have to cut your teeth on low paying gigs to build a portfolio, but wavering on your rates and ...

MINNEAPOLIS--(BUSINESS WIRE)--Today Ameriprise Financial, Inc. (NYSE: AMP) announced that two practices managing a combined $1.1 billion in assets joined the firm for its client-first culture, growth ...

Risk management, in the words of Sarah Ference, CPA, doesn’t have to be overly complicated or time consuming. “It’s really a mindset,” said Ference, an author of the JofA‘s Professional Liability ...

Fintechs and traditional banks alike are working to simplify banking for clients across commercial real estate. JPMorgan Chase recently sat down with clients to better understand and solve for their ...