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 ...

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 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' ...

In today’s high-stakes, hyperconnected business landscape, technical knowledge alone doesn’t build client trust or secure long-term loyalty. What does? Communication Intelligence, or CQ. Ultimately, ...

In an era dominated by automated campaigns, instant messaging, and short sales cycles, many organizations prioritize speed ...

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 ...

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 ...

In an era where customer expectations are higher than ever, integrating artificial intelligence (AI) into client relationships has become a game-changer. AI can significantly enhance client ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

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 ...