The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Scott Baradell Many of ...

Customer relations are the foundation of any business. The more impact a client has on your business, the more you should invest in client relations and account management itself. The B2B IT service ...

Good customer relationship management requires good communication. Which is why dealership CRM DriveCentric’s latest ...

The customer is always right. It’s a phrase that has been ingrained in everyone that has worked in any client-facing environment. Is it always true? No. Is it always wrong? Also, no. Maintaining a ...

OCGs are becoming increasingly prevalent. They're also becoming increasingly varied and complex, leading many law firms to either waste time trying to reconcile them all or to just ignore them ...

"That was just one of those moments like, 'Wow,'" the lead advisor with New York-based registered investment advisory firm Ritholtz Wealth Management said in a panel about pursuing excellence in ...

When a client begins work with a new accounting firm, the onboarding process sets the stage for what's to come. This is where leadership shines, not just in the logistics they oversee but in the ...

The financial advice industry is highly focused on client service. Ambitious advisors typically seek to provide an exceptional service experience right out of the gate to gain their new clients’ trust ...

It’s hard to bring in new clients—it’s even harder to lose them (emotionally at least). There are some loyalty fundamentals that can keep attrition to a minimum (more on that in a later article), but ...

Ideally, the attorney-client relationship begins once a signed written engagement agreement is in place, which clearly outlines the clients who will be represented and the agreed scope of legal ...

Contractors face new challenges today. Clients want transparency, efficiency, and reliability. How can tech help? Simple: use it to bridge gaps. Imagine an interactive portal where clients see project ...