Your Client Is Not Your Target; They Are The Hero

The Promise of Transformation is not about your product. It is about what your client's life looks like after working with you.

7 Signs You’re About To Lose Your Best Client

Your best clients leave clues before they leave for good. Spot these 7 warning signs in their LinkedIn behavior and client ...
Hosted on MSN

15+ client stories full of laughter that prove people are the best part of any job

Working with clients means collecting stories you never planned for. Some are funny, some make you scratch your head, and some — like 101 roses with a very deliberate onion tucked inside — turn out to ...

How To Break the Ice With a New Client

How Taylor Kovar, financial advisor and founder of 11 Financial, breaks the ice in the first meeting with a client to build ...
Insurance Business America

Gallagher builds integrated ecosystem to scale AI, data, and client engagement

At Gallagher, the push toward digital transformation has moved beyond isolated tools into a broader ecosystem strategy. That ...

From Intake to Signature: How High-Trust Client Experiences Reduce Delays

Client trust erodes when document workflows are fragmented, delayed, reworked and vulnerable to compliance risks. By ...
Financial Planning

Client acquisition cost is tough to calculate. RIAs should try anyway

Any RIA or advisory practice seeking to grow must weigh the price of its marketing efforts toward prospective new clients ...