To create highly satisfied affluent clients that are actively looking to give you more business and send you qualified referrals, you must focus on a homogenous core of wealthy individuals and then ...

With the right motivation and skills, almost any financial advisor can make a wealthy client highly satisfied. That’s not the real issue. The real issue is can you do it with a couple hundred affluent ...

As far back as 2006, the National Association of State Chief Information Officers knew relationships mattered. Our publication that year, “Relationships Matter: Customer Service Strategies to Promote ...

If your organization isn’t tapping into the benefits of customer relationship management, it could fall behind the competition. Many business owners are already aware of Customer Relationship ...