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 ...

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

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 ...

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 ...

The advisor-client relationship is critical to both parties’ financial success. Building these relationships is key, but understanding what breaks these relationships down is equally as important. In ...

Client retention is a top priority for media and advertising agency leaders, especially as they operate amid unrelenting economic pressures and face an increasingly unpredictable future (thank you, AI ...

Pour la Gen Z, la relation client devient ainsi un véritable espace d’échange. Preuve de cette ouverture au feedback, 64 % des jeunes interrogés souhaitent avoir accès aux évaluations des conseillers, ...

High-maintenance clients test your patience, push your boundaries and consume more resources than anyone else you work with. They demand immediate responses, request countless revisions and question ...

Fabriquer des produits de qualité en France est une chose. En assurer à son utilisateur final la jouissance de façon satisfaisante est une brique supplémentaire. Depuis plus de vingt ans, Jean ...

En 2026, l'IA devient stratégique. Au-delà des coûts, l'IA vocale et la sécurité des échanges sont clés pour enrichir l'expérience, la confiance et la fidélité client dans un parcours omnicanal.