Trust is the foundation of any successful relationship, and it’s particularly important when it comes to remote relationships. As in any customer relationship, the key to building trust is delivering ...

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' ...

We all know that "client relationship is at the heart of our business success," that "what the potential client buys is us" or that "it's not B2B (business-to-business), nor B2C (business-to-consumer) ...

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 ...

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 ...

Investors’ expectations for financial advisors are evolving. Previously, clients mostly focused on the functional value that an advisor provided. But now, advisors are being pushed to deliver ...

Having run a PR agency since 1991, I’ve worked with lots and lots of clients. Some have been more successful than others, although I’m proud of the fact that most are happy with our work, and many ...