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Mapping the client journey is an eye-opening exercise that highlights inefficiencies and bottlenecks in your firm’s processes. By dissecting each stage of the client’s experience, from initial contact ...

Marc Rogers, Founder/CEO of Producers Prospect, is a financial advisor, coach and industry leader with over 20 years of experience. In an increasingly crowded advisory marketplace, sustainable growth ...

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Alexander Group, the leading revenue growth consultancy to Global 2000 companies, today unveiled the results of its new Customer Experience Research report. The ...

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 ...

TROY, Mich.: 15 July 2024 — JD Power, a global leader in data analytics, today announced the JD Power Mobile App Platform Certification—Banking SM to recognize mobile app technology platform providers ...

While business leaders often face high-pressure situations, negotiating contracts with clients presents unique challenges. As a leader, you are tasked with navigating these difficult conversations ...

If it wasn’t for your clients, you wouldn’t have a firm to operate. After all, the client onboarding experience is one of the most critical pieces of the advisor-client relationship. Not only does it ...

To really build customer satisfaction, increase year-over-year growth and improve your brand, you need customer service and support that’s just as hyped as your products and services. If either of ...

Only 3% of businesses put their clients at the center of their operations. This is an alarming statistic, considering that businesses that see themselves as “client-obsessed” report 49% faster profit ...

For a moment, think about your favorite restaurant. If you frequent the location often, the waitstaff may know your name, your favorite dish and where you like to sit. All of these elements create an ...

Hightower Advisors, one of the nation’s largest independent wealth management firms, today announced the expansion of its Hightower Signature Wealth (HTSW) brand with the addition of five advisory ...