My colleague Adrian Lurssen tells a story of hearing Laura Hudson, CMO at Ward and Smith, present at an LMA Southeast regional conference on the topic of thought leadership in law firms. (This was a ...

Before you meet with a client, relax. Deep breathing or sitting still with eyes closed for 60 seconds is often effective. Be prepared for client meetings and have an objective. Then be flexible enough ...

In the competitive landscape of plumbing contracting firms, customer focus plays a pivotal role in determining the success and longevity of a business. The plumbing industry demands more than just ...

Most sales and marketing experts will say the secret to organic growth for a service business is having a clear understanding of who your ideal client is and what unique services you can offer to that ...

Most startup entrepreneurs are deeply focused on the product or service they’ve created to solve a market problem. This healthy product obsession is essential: It helps ensure the solution truly ...

Imagine a world where selling is not about persuasion, but about connection. A world where financial advisors don't just sell products, but empower clients to make informed decisions. We have the ...

Running an advisory business today requires more than investment knowledge. Today’s investors expect a personalized client experience from their advisors. In a recent investor survey, 56% of ...

As someone who has had the honor of working with thousands of salespeople and entrepreneurs over the years, I’ve witnessed firsthand the transformative power of client-centered selling. It’s not just ...

CoreXponent/ CoreExponent: Delivering client-centric digital marketing services with a focus on customer satisfaction and excellence. eBook How to Make Every Customer Feel Like the Favorite AI-powered ...

Since its founding in 2011, The Mather Group (TMG) has been focused on empowering people to navigate life’s journey with confidence and peace of mind. That mission has remained steadfast for TMG, ...

James Rausch, head of Canadian client coverage and global head of transaction banking for banks, brokers and exchanges with RBC Investor & Treasury Services, speaks with Global Finance on bespoke ...

In this episode of Focused on the Future, host Suzanne Siracuse speaks with Liz Miller, founder and president of Summit Place Financial Advisors and current chair of the CFP Board, about how she’s ...