Beyond the Know Your Customer rule, the catch phrases of “client-centered” or “client-focused”, and the quest for the Holy Grail of client engagement marketing technology, there exists a small but ...

If advisors want to help clients during volatile markets and through an unpredictable future, elements of behavioral finance can explain decision making and describe an individual’s relationship with ...

Behind every financial decision, there’s a story we’re telling ourselves. People who overspend on shoes may be telling themselves that their footwear helps them have the confidence they need in ...

Editor’s note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it. The biggest threat to investors' financial plans may not be COVID-19, but rather ...

Over the past 10 years, the wealth management industry has undergone a transformative shift in how it delivers value to clients. First, there was a move from commoditized, investment-based advice to ...

When you understand what the brain is responding to — safety, clarity, empathy, consistency — you stop trying to sell trust and start creating it naturally, coach Darryl Davis writes. Years ago, while ...

Accounting firms are currently adopting multiple tools to automate internal processes, streamline client interactions, and identify operational bottlenecks. But what about client behavior? AI bots ...

Money problems aren’t always showing up as missed credit card payments or a request to rebalance a portfolio. Sometimes they show up as a skipped wedding, a declined group trip — and a vague excuse ...

Smart designers don’t manage client behavior—they shape client identity. Most clients don’t walk into your studio acting like dream clients. They’re unsure, anxious, maybe a little too hands-on—or ...

In today’s competitive legal market, one of the few ways to truly differentiate yourself from the competition is by delivering exceptional client service. But what defines exceptional client service?

Lawyers often deal with contentious matters, and tempers can get heated between clients and lawyers while handling a legal issue. Sometimes, clients take actions that are difficult to defend, and a ...