Throughout my career, I’ve witnessed business development professionals looking to make a sale by presenting their company’s capabilities or demoing a product. Their approach relied solely on the ...

How can I prompt clients to refer me to others? How can I prevent lost returns or market volatility from affecting my client relationships? How can I convince my client to follow my advice? Although ...

When it comes to client relationships, a one-size-fits-all approach falls short. In my experience, treating all clients uniformly is an ineffective practice that can hamper resource allocation and ...

When leaders think of how to improve their customer's experience, they often associate this practice with retail or technology services that are digital-first, transactional businesses. While the need ...

Strictly defined, a customer is someone who buys goods or services from a store or business. The word "client" can also mean "customer," according to most dictionaries, but it has a separate ...

Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and the public. Mark is an expert in investing, economics, and market news.

Opinion: Well-designed feedback programs are more than instruments for measuring performance; they’re platforms for exploring ...