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clairification.com /3 weeks ago

That to which we commit, especially publicly, becomes congruent with our self image.

The more publicly people commit, the more resistant they are to changing their minds This article is about the psychology of securing lasting donor commitments. Something that’s cr...

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feeds.feedblitz.com /1 month ago

How I Made Practice Group Chair: 'Stay Connected With Both Clients and Your Team,' Says Toby Caspary of Fried Frank

"Staying connected with both clients and your team is essential to providing the highest level of service and understanding clients' needs even before they arise. It is also import...

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feeds.feedblitz.com /1 week ago

How We Made Practice Group Chair: 'Commitment to Listening and Observing,' Say Maeve O'Connor and Michael Schaper of Deb...

"Practice leadership is fundamentally about people, so aspiring practice leaders should prioritize relationships—with clients and with colleagues in their practice and across the f...

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investmentweek.co.uk /1 month ago

Deep Dive: Brand loyalty needs to be strong for proper client relationships

When firms merge or are acquired, one of the first questions asked is 'what will the company now be called?' Big brands carry weight and that can inspire client loyalty.

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forrester.com /1 week ago

Board Of Clients, 2026

Way back in the late 1990s, Forrester convened its first Board of Clients — a group of customers that advised us on acquisitions, research, and product direction. Members serve for...

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tax.thomsonreuters.com /1 month ago

How to build client trust across your accounting advisory team

Every accounting firm has one – the partner that clients ask for by name. Whatever their name, the pattern … The post How to build client trust across your accounting advisory te...

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techbuzzireland.com /1 month ago

How Agencies Decide Which Clients Are Still Worth Servicing

Most insurance agencies talk about growth in terms of acquisition, retention, and premium volume. Far fewer talk openly about the harder question that sits underneath all three: wh...

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insurancebusinessmag.com /1 month ago

Adapt or die: A 'set it and forget it' model will cost you clients

As consolidation reshapes the group benefits market, Univest's Kristen Dougherty says the lack of a human relationship is becoming a dealbreaker

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insurancejournal.com /3 weeks ago

What Operationally Consistent Client Service Actually Looks Like

Client service in insurance gets talked about primarily in terms of relationships. The producer who knows the client’s business. The account manager who picks up the phone. The tea...

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financial-planning.com /1 month ago

Deep talks first, trust vehicles later: 5 questions that reveal client goals

In a series of webinars and journal articles, two lawyers and a financial planner are leading a collaborative discussion about how estate planning professionals can better serve Af...

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feeds.feedblitz.com /1 month ago

How I Made Practice Group Chair: 'Look Out for the Greater Good of the Group,' Says Allyson Baker of Paul Hastings

"Being a practice group leader is really about looking out for the greater good of the group: figuring out how to help as many colleagues as possible to build and sustain great law...

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insurancebusinessmag.com /3 weeks ago

Group health clients will change nothing at renewal, says Adam Russo

The Phia Group CEO says plan data, member education and accountability can break the renewal cycle

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illinoisrealtors.org /1 month ago

The Code of Ethics: A Constant Work in Progress

We all know that REALTORS® hold themselves to a higher ethical standard to be the best representative of both their clients and their profession. Commitment to the REALTOR® Code of...

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wealthmanagement.com /1 month ago

Focused on the Future: Creating Lasting Advisory Practices Through Client Experience and Continuity with Jim Mellin

Equitable Advisors' Jim Mellin reveals the strategies for building sustainable growth through client experience, team development, and smart succession planning.

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