Strong client and customer relationships are critical to business growth, retention and reputation—but they don’t happen by chance. They’re built over time through consistent leadership, clear ...

If advisors want to help clients during volatile markets and through an unpredictable future, elements of behavioral finance can explain decision making and describe an individual’s relationship with ...

In the digital age, email clients play a crucial role in initiating and maintaining connections with various people, especially in the corporate setting. Many communicate via email since it is a fast, ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

Reinvention for Management Consulting in the age of AI is means reconnecting with a consultant’s role as the “counsellor” to senior managers. In the past twenty years, management consultants have ...

Globally, the leading wealth management firms keeps on transforming its client onboarding capabilities to elevate the customer experience. Seamless client onboarding remains at core of customer ...