Customers are the lifeblood of your company, but trying to keep them happy at all times can drain resources, threaten profit margins, and sap employee morale. And sometimes, managing one client ...

Over at B2B Marketing, we believe that the key to proving marketing’s impact is to become the commercial marketer. One of the essential skills to becoming the commercial marketer is communication and ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

Establishing clear expectations from the outset and consistently delivering superior products and services fosters trust and reliability. Prioritize providing value to clients instead of focusing ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

As a business owner (yes, if you’re a freelancer you are, in fact, a business owner), challenging clients or difficult customers are part of the deal. It’s an aspect of doing business you may not love ...

The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...