Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Many enterprise software companies treat sales as a one-size-fits-all proposition. They go ...

The way you treat that client during the next 100 days may very well determine if you have a client for life who sends lots of new business your way — or one that jumps ship to a competitor sooner ...

In order to handle this meeting successfully and make a positive impact, you need to take some steps before and after the meeting. Below you can find some hints for your first client meeting. Prepare: ...

A lot is written about the importance of your first clients in any business. There is a lot of opinion on working with friends and family too. Most business writing on the subject seems to mostly ...

Being interconnected with clients, professionally and personally, is today's reality in many professions, not only my field of wealth management. People in businesses of all kinds find themselves ...

Build a client-centric approach to exceed customer expectations, win ongoing loyalty and generate lucrative referrals. Good customer service is crucial for any travel agency. But agents who want to ...

Creating a financial plan can be complicated. Many advisors. Conflicting interests. Complex issues. Wrong focus. Life should be the driver of the plan not the dollars and cents. I have experienced ...

When done well, onboarding new clients can mark the beginning of a long-term, successful relationship. Done poorly, however, you’ll likely see clients jumping ship and finding yourself where you might ...

Despite the risk of short-term macroeconomic challenges, we are bullish on Cognizant’s long-term outlook. We think the company has mostly avoided becoming bogged down in large legacy systems ...

MINNEAPOLIS--(BUSINESS WIRE)--Today Ameriprise Financial, Inc. (NYSE: AMP) announced that two practices managing a combined $1.1 billion in assets joined the firm for its client-first culture, growth ...