In today’s competitive market, retaining clients is just as important, if not more so, than acquiring new ones. Reducing churn—clients leaving your business—requires a strategic approach centered ...

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, ...

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 ...

From my past working in law and my current career as an executive coach working exclusively with outstanding law firm leaders, I’ve seen up close how trust is essential for driving client engagement.

The artifacts of intentional culture guide our client relationships and are the foundation of building an ever-growing book of business—even in challenging times. The Fast Company Executive Board is a ...

Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to what ...

One-off projects can pay the bills, but they don't always build a business. This is what freelancers need to do instead.

Summitry, which recently celebrated its 20th anniversary, began as an investment management firm under Charles Schwab in 2003. Over the years, it has evolved to offer comprehensive financial planning ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Brian McHale In the ...

Building lasting relationships with SEO clients is essential for sustained business success. Retaining clients is far more cost-effective than continually acquiring new ones. However, many businesses ...

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 ...