Many enterprise software companies treat sales as a one-size-fits-all proposition. They go into a meeting with a potential client and extoll the virtues of the platform they've built and all the ...

When done well, onboarding new clients can mark the beginning of a long-term, successful relationship. Done poorly, however, you’ll likely see clients jumping ship and finding yourself where you might ...

First impressions can strengthen trust or create doubt. Learn how financial advisors can create a more confident and ...

The way you treat that client during the next 100 days may very well determine if you have a client for life who sends lots of new business your way — or one that jumps ship to a competitor sooner ...

How does your company value and weigh market orientation in relation to your clients? Companies need to evolve and diversify their approach — removing focus from selling points and functionality.

Perhaps the most exciting milestone of a young lawyer's career is landing a first client. Whether the relationship was a consequence of networking or the result of a convenient circumstance, a young ...

With corporate layoffs on the rise, a growing number of professionals are launching their own consulting startups. But competition is fierce and finding that first client can be a challenge. One of ...

MINNEAPOLIS--(BUSINESS WIRE)--Today Ameriprise Financial, Inc. (NYSE: AMP) announced that two practices managing a combined $1.1 billion in assets joined the firm for its client-first culture, growth ...

Fintechs and traditional banks alike are working to simplify banking for clients across commercial real estate. JPMorgan Chase recently sat down with clients to better understand and solve for their ...

Risk management, in the words of Sarah Ference, CPA, doesn’t have to be overly complicated or time consuming. “It’s really a mindset,” said Ference, an author of the JofA‘s Professional Liability ...