The importance of creating an exceptional client service model can't be underestimated. Attracting clients-and retaining their loyalty-begins and ends with delivering an experience that not only meets ...

The Whole Client Model is an empirically derived profiling mechanism gleaned from the best practices of leading ultra-successful professionals. When used correctly, this process helps them gain an ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

When I brought in a new university as a client in September 2015, I ignored all the telltale signs of a bad client. Our main focus was growth, and the new client represented a potential 30% growth in ...

Darren Root, chief strategist at Right Networks, offers a new framework for executing on your firm's business model — if you have one. Welcome to On the Air with Accounting Today, I'm editor-in-chief ...

Are you in a product business or a service business? Nearly every one of your competitors has access to the same products. This is a service business not a product business so you need to compete by ...

Success for a financial advisor is dependent on attracting and retaining clients. The key is to create an incredible client service model to deliver an experience for clients that surpasses their ...

Over the last seven months, the needs of investors have intensified, and the engagement model between advisors and clients has completely changed. The need to deliver empathy in the last mile of ...

You’ve heard the buzz around Optum’s long range journey of becoming Great at Growth. Join us to learn about the Optimal Client Model and how this 2021 pilot is ...