A better approach, and one that’s more successful, is to focus on attracting your ideal clients and design and message your services to appeal to that group. If you aren’t sure who to consider ...

Robert Persichitte launched his wealth management firm, Delagify Financial, in 2021 with a specific client niche in mind: ...

Sales professionals are using generative and autonomous AI to prepare for in-person meetings and calls.

By Patricia Hines, head of corporate banking at Celent. The quality of a digital experience in corporate banking drives client retention and product adoption. Perhaps it’s no surprise, then, that ...

Using a client-centered approach, mental health professionals should understand and validate clients' perspectives. The goal ...

The Wedding Planner Hong Kong, a company widely recognized for its expertise in orchestrating weddings and elegant celebrations, has formally expanded its suite of offerings to include a dedicated ...

Summit Wealth Group, a rapidly growing independent wealth management firm, is redefining financial planning with its ...

Importantly, we believe that this approach would be exceedingly difficult for existing competitors to replicate at this juncture, both because of client expectations and self-selection for higher ...

and retention-by meeting clients and their families at the moments that matter most. Firms that embed this approach into their culture, processes, and technology will not only survive the coming ...