In today's fast-paced and dynamic business world, financial advisors and professionals constantly seek innovative ways to serve their clients better and maintain a competitive edge. A Behavioral ...

Managing client expectations is an important but often underestimated skill that young lawyers need to develop. The ability to communicate clearly and effectively manage your client’s outlook will ...

In part one of this series, I looked at how the certified public accountant (CPA) talent shortage and adoption of artificial intelligence (AI) are changing the way accounting firms are staffed, ...

No matter what area of law one practices, managing client expectations is absolutely essential for a harmonious and fruitful attorney-client relationship. William Shakespeare said expectation is the ...

In today’s rapidly evolving financial services landscape, traditional client portals—once simple document repositories—are no longer sufficient. Modern portals are dynamic platforms that enhance ...

As we have traversed from Universal Google Analytics to Google Analytics 4, many of us have been painstakingly transitioning tracking metrics to adhere to our new way of data analysis. On the bright ...

The arrival of artificial intelligence promises game-changers in all industries. But what if the rise of AI created new ways to simplify things — as well as a whole new set of complex client ...

Over at B2B Marketing, we believe that the key to proving marketing’s impact is to become the commercial marketer. One of the essential skills to becoming the commercial marketer is communication and ...

When your clients make your life miserable, you have to decide if it’s worth redirecting the relationship or just cutting ties and moving on. Not all clients are worth keeping. That said, to salvage a ...

A Team Structure Built Around Client Outcomes Inside many marketing firms, client success depends on individual contributors working in isolation. At Solstice Marketing Consultants, success comes from ...

Of the title sets in a medical marketing agency’s C-suite, chief client officer is one of the more recent additions. Most agencies have a client lead but it wasn’t until the past decade that it ...