In the strongest client relationships, an outsider can't tell who’s the client and who’s the service provider. There’s no performative deference or careful choreography of presenting versus approving.

Client Relationships: Still a Contact Sport, AI or Not For the first time, regardless of firm size or existing relationships, AI can hand lawyers back the one resource business development has always ...

In a time when law firms are searching for sustainable ways to grow, it's time to reexamine whether your client relationship partners are truly set up to direct and lead—or merely expected to manage ...

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 ...

Many artists dedicate their passion and creativity to crafting a remarkable masterpiece, only to realize that the real test lies in managing the complex network of client connections within the ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

Sarah Riley is a vice president at Method Communications. PR people are in the business of establishing, nurturing and maintaining relationships –but no relationship is more important than those we ...

Capital Group is renowned for its emphasis on quality investment outcomes and client-centric strategies. Matt O’Connor, head of North America Client Group and chief executive officer of Capital Client ...

Any agent worth their salt knows your relationship with your client doesn’t end at the closing table or after the final signature is jotted down. But achieving a long-term relationship with your ...

As the agency landscape consolidates and AI changes workflows and teams, brand-agency partnerships are facing fresh tensions. The consultancy Ray Media Advisory has launched a new offering to keep ...

When leaders think of how to improve their customer's experience, they often associate this practice with retail or technology services that are digital-first, transactional businesses. While the need ...