This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

Taking a thoughtful, customer-centric approach to reengaging clients without pressure is key to restoring trust and ...

Which is better, a client or customer? If you see your career as a lawyer would see his career, you will call them clients. If you are a person who is only interested in selling your efforts as a ...

In the West Loop neighborhood of Chicago, Au Cheval often attracts a line up to three hours long. Considered one of America’s premier burger destinations, the restaurant slings up to 500 patties per ...

Customer acquisition costs are, well, costs; they are expenses. And in complex sales – especially sales of intangibles, like professional services – they can be exceedingly high, and difficulty ...

Customer service is perhaps the most important part of a business’ success. After all, with no customers you have no business. But maintaining strong client relationships is a job within itself. Maya ...

No one likes hearing “no.” But saying it isn’t easy either. Customer success managers jump through hoops to keep clients satisfied and make sure they’re getting the most value out of a product or ...

Your clients might not demand 24/7 customer service yet, but they’re certainly hoping for it. But how can a startup with a lean staff provide round-the-clock customer care? There are several options ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...