FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...

The race to own customer experience is on. Beyond the accounting profession, companies are recognizing the importance of delivering a rich client experience to differentiate themselves from the ...

In this age of instant communications and frenetic multitasking, financial advisors shouldn’t overlook an old-school respite from the daily grind: the client event. In fact, with spring in bloom, this ...

Throughout my career, I’ve witnessed business development professionals looking to make a sale by presenting their company’s capabilities or demoing a product. Their approach relied solely on the ...

You can’t turn on the television without watching one of those incessant personal injury lawyer ads promising no fees unless they successfully sue the pants off someone for you. As a result, clients ...

How does your company value and weigh market orientation in relation to your clients? Companies need to evolve and diversify their approach — removing focus from selling points and functionality.

This issue is often framed as whether the client has a reasonable belief that the firm still represents it. In this case, the absence of work for the corporate client for a significant period of time ...

While COVID-19 can claim some credit for more workers than ever performing their job duties remotely over the course of this year, the fact is the corporate world has been moving in that direction for ...