Back in the 1970s, I was introduced to the phrase “client maintenance,” when the consulting engineering firm I worked for was revisiting how the company remained in contact with past clients. At the ...

Part of providing great service is regularly communicating with clients whether markets are doing well or not. In our practice, we don’t sugar coat our mistakes or exaggerate our successes. The key to ...

It’s important to speak with clients about the potential for market downturns in order to manage performance expectations — for both the client and advisor, says Philip Richmond of Richmond Goodman ...

The Covid-19 pandemic and collapsing oil prices have sent financial markets into a free-fall. A crisis of this nature shows financial advisors are more critical than ever, says Andrea Lekushoff, ...

Wealth management services and products are commodities. But, that does not mean that all wealth managers are inherently fungible. Without question, some wealth managers are better than others. That ...

Regardless of their industry, most professionals will encounter challenging customers at some point in their careers. In the agency world, scenarios where customers aren’t satisfied with creative ...

The recent stock market uproar presents an ideal opportunity to fix a client-adviser relationship gone sour. Call your investment adviser to discuss why you’re unhappy. Tell your adviser what’s on ...

The post Workers Have To Communicate With A Super Rude Client, So Their Manager Told Them To Keep Their Emails Short Until ...

In this episode of Ask Us Anything, the founder of New York-based Chused & Co. joins the show to answer a question from a ...

Freelancing platforms, such as Fiverr and Upwork, have over 500,000 freelancers from Bangladesh. With each passing year, many more are signing up for the platform, aiming to make a living from the ...