By implementing consistent tools and processes, you not only meet compliance obligations but also deliver a higher standard of service and trust to your clients.

Much has been written about capitalizing on the psychology of dissatisfaction during tough markets. Every rookie is taught that this is a terrific time for opening new accounts and gathering assets.

No partner likes to receive a complaint from a client. However, what is far worse is when a partner does not receive a complaint when a client feels aggrieved because of a firm’s actions or inactions ...

Remember Blockbuster Video? It wasn’t so long ago that Blockbuster dominated the video rental space with 9,000 stores worldwide and close to $6 billion in revenue. Remember the annoying late fees ...

The Cliff of Dissatisfaction in customer service and the customer experience is the precipice where your customers (or prospective customers) lose faith that you can serve them in a timely manner.

Client retention is one of the biggest drivers of advisors’ long-term success. Advisors seeking to build elegant, upmarket wealth management practices don’t just have to attract ideal high-net-worth ...

Canadian law firms should avoid ‘tunnel vision’ as exclusive survey reveals client dissatisfaction with risk management advice and value-added services Exclusive data from Managing IP research has ...

Case Status is launching a new client interaction analysis tool. The tool is designed to improve client satisfaction through proactive outreach. On Thursday, client engagement platform Case Status ...

Currently, we provide online counseling services exclusively, featuring a talented team of counselors from diverse backgrounds who can tackle a wide range of mental health issues. Our primary goal is ...