In an era dominated by automated campaigns, instant messaging, and short sales cycles, many organizations prioritize speed ...

Strong client and customer relationships are critical to business growth, retention and reputation—but they don’t happen by chance. They’re built over time through consistent leadership, clear ...

When you consider the last five years in the financial planning industry, what are the big topics that come to mind? What about the last 10 years? For me, technology is at the top of the list. We’re ...

FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...

Approaching our agency’s 30th anniversary this year, I’m reflecting on the art of building high-value client relationships. Don’t get me wrong, new clients are always a priority for Trademark, but ...

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 ...

From my past working in law and my current career as an executive coach working exclusively with outstanding law firm leaders, I’ve seen up close how trust is essential for driving client engagement.

The financial industry's accelerating digital transformation has culminated in the adoption of new technologies and processes by financial services firms to remain competitive and meet clients' ...

The world of business, as many executives know it, has drastically changed in recent times. It is a period teeming with challenges, yet amid adversity, a gleaming horizon of opportunities shines ...

In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...

Running an effective PPC campaign for your client is one thing, but building a successful relationship with them can be a different ballpark. Problems will likely arise when there is a lack of ...