We list the best client management software, to make it simple and easy to organize your sales, quickly come to professional resolutions with clients and better manage your customer base. Client ...

Maintaining regular contact with clients is key to providing the appropriate level of service. But how much contact should you provide — and how much is too much? Whether a client wants a phone call ...

Professionals underestimate the importance of frequent contact with clients and prospective clients. "Frequent contact" does of course mean being in touch often. How often is often enough though? For ...

What is the ideal number of times to be in touch with clients each year? It's probably higher than you think. A recent survey by Accenture Wealth and Asset Management Services told us something we ...

WINDSOR, Conn., July 9, 2024 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced its new Contact Center platform to help asset management, life and pensions and retirement ...

Financial advising is a relationship business. Successful advisors spend time building relationships with their clients and strive to help them achieve their financial goals. Because financial ...

The No. 1 reason clients leave is lack of contact. And clients don't want to be called only because you're selling something. People like to hear market updates and your views on what's happening, of ...

Brokerage firms, regulators and legislators continue to work to prevent the financial exploitation of seniors and other vulnerable clients. Those close to such clients, such as family and friends, are ...

Looking to court clients in person and add value to its current services, Philadelphia real estate boutique Nochumson P.C. has more than doubled its square footage with its new lease, using the extra ...

Gift 5 articles to anyone you choose each month when you subscribe. COVID-19 has been a catalyst for accountants to undertake more advisory work and increase client contact, with outfits that embraced ...