Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Customer relations are the foundation of any business. The more impact a client has on your ...

A good client has realistic expectations. Legal cases often take months or even years. Courts are overloaded, opposing ...

Forbes contributors publish independent expert analyses and insights. My writing showcases excellence in wealth management. Merrill Lynch senior financial advisor Liz Angelone likes to develop deep ...

Headlines about market volatility, automation and shrinking budgets are everywhere. Clients aren’t abandoning professional services but scrutinizing every engagement for value. For example, corporate ...

Exec advances to new role, responsible for addressing client needs, ensuring customer satisfaction, and identifying opportunities from within for process improvement NCCI, a provider of Risk ...

The advisor-client relationship is critical to both parties’ financial success. Building these relationships is key, but understanding what breaks these relationships down is equally as important. In ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

Learn how financial advisors can manage client expectations, mitigate frustrations, and build trust through education, communication, and realistic goal setting.

In this age of instant communications and frenetic multitasking, financial advisors shouldn’t overlook an old-school respite from the daily grind: the client event. In fact, with spring in bloom, this ...

L-R: Wesleyne Greer, Joseph Birkofer, Andrew Bird, Rebecca Thorburn, Laura Doehle, Nicholas Adams, Douglas Carter, Corine Prieto, Aviva Ajmera, Roger Duffield ...