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Clients rarely replace trusted advisors because someone makes a bigger promise. Instead, they gradually become convinced that another relationship may create greater value.
"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...
ECPI University Statement of Institutional Commitments cmeehan Tue, 08/25/2026 - 09:21 In Response to the U.S. Secretary of Education's National Call to Action...
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.
The Exeter Group of Companies has expanded access to its executive leadership and professional teams, giving clients and advisors greater visibility into, and direct access to, the...
Advisors are uniquely situated to have these discussions.
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...
Clients stay with counsel not simply because their lawyers follow the rules, but because they feel safe, respected and heard, making trust essential to business development, especi...
Law firms that treat responses to requests for proposal as concrete evidence of staffing, budgeting, communication and project management discipline will be better positioned to wi...
As consolidation reshapes the group benefits market, Univest's Kristen Dougherty says the lack of a human relationship is becoming a dealbreaker
"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...
Compliance is necessary, but it has never been the thing that actually changes a client's trajectory.
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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