Client retention is one of the biggest drivers of advisors’ long-term success. Advisors seeking to build elegant, upmarket wealth management practices don’t just have to attract ideal high-net-worth ...

Excessive demands from clients are among Big Law attorneys' top stressors and sources of anxiety, a recent American Lawyer survey found. Clients feel lawyers who charge top-of-market rates should ...

The role of a benefits broker or agent extends well beyond providing insurance options for their employer clients. Clients rely upon agents to be consultants playing an active role as an extension of ...

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 ...

The owner of the company where I used to work is trying to stop me from selling my book of business. He's emailed everyone in my former office telling them not to talk to me. That's strange because ...

When leaders think of how to improve their customer's experience, they often associate this practice with retail or technology services that are digital-first, transactional businesses. While the need ...

One of the most interesting findings from our newly released 2023 Herbers & Company Service Market Growth Study is that the typical advisory firm is challenged when it comes to converting prospects to ...

James Loffler is the President of Loffler Companies, a leader in business technology services and solutions across the Upper Midwest. In the dynamic landscape of business and office technology, the ...