Customers are the lifeblood of your company, but trying to keep them happy at all times can drain resources, threaten profit margins, and sap employee morale. And sometimes, managing one client ...

Inc.com columnist Alison Green answers questions about workplace and management issues—everything from how to deal with a micromanaging boss to how to talk to someone on your team about body odor.

In global organizations, complexity is a given. Different regions, departments and time zones all come with their own systems and priorities. It’s easy to let structure take the driver’s seat. But in ...

Great results don’t always speak for themselves. In agency life, it’s often the conversations around the work – not just the work itself – that shape how clients perceive your value. Yet most teams ...

As a start-up or even an established business facing tough times, it is hard to be picky about customers. But with a little effort and thoughtful planning, you can attract more ideal customers and ...

Over the years, research has consistently shown the value of communicating with clients. Not only does frequent communication help your clients get to know you better, but it can also result in ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

Kevin Iredell, the chief marketing officer at Lowenstein Sandler, said that client-facing chatbots are likely to replace the law firm website search box. Last week, Lowenstein Sandler became the first ...

Agentic AI has the potential to be the best support staff that advisors have ever had, according to experts on a recent panel. The panel was part of Financial Planning's recent AI Virtual Summit, a ...