The professional services landscape is changing rapidly, and more so than ever in the financial services industry. Baby boomers won’t be around forever, and the "rainmaker" model is threatened by a ...

The financial advice industry is highly focused on client service. Ambitious advisors typically seek to provide an exceptional service experience right out of the gate to gain their new clients’ trust ...

IT Client Services and Support staff represent more than 500 years of experience combined, and are a team dedicated to being champions of excellence as they serve faculty and staff across campus. “As ...

No advertising campaign goes from storyboard to sales driver by itself. The client services manager is the ad agency executive who guides the campaign-building process. From client communications and ...

In this week’s episode of the CMO Series, Will Eke is delighted to welcome Bob Robertson, Chief Marketing Officer at Jackson Lewis to share his unique perspective on the dimensions of client service, ...

Many CPAs will have heard the compelling reasons why now is an opportune time to offer client advisory services (CAS). The term “client advisory services” refers to a variety of services CPAs can ...

Meetings are crucial to business success. Meetings are also crucial to the development of good client relations and customer service. Although loathed by many, well-organized meetings can provide ...

A 2016 Deloitte Insight report (via Legal IT Insider) sent shockwaves across the U.K. legal industry when it was reported that, chief among its findings, 39% of jobs in the legal sector have a high ...

Of all the professional developments made possible by the Internet, the ability to interact with your clients and their systems in real time, no matter where you are, has to offer some of the greatest ...

Please note: This item is from our archives and was published in 2020. It is provided for historical reference. The content may be out of date and links may no longer function. With the advent of new ...

2023 is here. It is safe to say that client service is one of the critical, few differentiators to be found in a crowded legal marketplace – and, related, the latest trend to receive a great deal ...