In the strongest client relationships, an outsider can't tell who’s the client and who’s the service provider. There’s no performative deference or careful choreography of presenting versus approving.

Advisers who master personalized planning and build real relationships will exceed client expectations while thriving in ...

Momentum creates new executive role to align growth, solutions, and service delivery while strengthening the client ...

Many artists dedicate their passion and creativity to crafting a remarkable masterpiece, only to realize that the real test lies in managing the complex network of client connections within the ...

In a time when law firms are searching for sustainable ways to grow, it's time to reexamine whether your client relationship partners are truly set up to direct and lead—or merely expected to manage ...

Learn how financial advisors can build stronger client relationships through better communication, trust, onboarding, and scalable service systems.

Before a prospective client steps through the door, advisors should have a plan for every step of their engagement process ...

Storm season is the time when client relationships are tested. What insurers must do before hurricane season wreaks havoc.

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 ...

Financial advisors who talk about charitable giving at every turn in their client engagement—from onboarding to retirement and estate planning—tend to have deeper, stickier relationships with ...

Artificial intelligence has become a fixture in the practices of many financial advisors. Yet despite the usefulness of the advancing technology, advisors are adamant the human connection remains at ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...