In a perfect world, clients would read the terms of a contract and sign it only after they completely understood and agreed with them. Unfortunately, due to a lack of time or simple neglect, a client ...

Have you tried to persuade a potential client to try your product or service — something that would require changing their pattern of behavior — but they were not budging? Or maybe you have tried to ...

Recently both Drew’s parents were killed in an accident, leaving Drew with a sudden and life-changing inheritance. Engaged to be married soon, Drew finds that his feelings about what to do with the ...

Managing change and generating results are two useful strategies for developing and maintaining a comprehensive, successful benefits program. As a consultant, deciding which strategy will produce the ...

Goals are the backbone of good financial planning, which is why we so often talk about helping clients make the most of them. Identifying SMART goals (that is, goals that are specific, measurable, ...

Humans are great at setting goals, but not nearly as good at attaining them. Why? Countless resources have been dedicated to answering that question in academic fields, including consulting psychology ...

There are all sorts of reasons property owners may need to transition from one management company to another. Perhaps there are issues with high vacancy or tenant relations, or they may be entangled ...

A transatlantic survey commissioned by Definely finds lingering uncertainty about how artificial intelligence will impact firm-client relations, as well as notable differences between the U.K. and ...

Did you know that one third of clients changed their wealth management provider in the past three years and an additional third intend to in the next three years? Clients with the greatest risk of ...

Meet the rising star of new law: the change-maker. Change-makers are lawyers with a relentless focus on growth who also recognize that long-term success requires more than revenue generation alone.

Of the title sets in a medical marketing agency’s C-suite, chief client officer is one of the more recent additions. Most agencies have a client lead but it wasn’t until the past decade that it ...