The kind of customer service, or "client service," if you prefer, required for high net worth individuals (HNWIs) is broadly similar to what's required to provide customer service and support to the ...

Every service firm leader I’ve engaged with in the last 20 years says, “We know who we serve.” Yet when I request that they describe their ideal client's top five goals, opportunities and challenges, ...

As consumers, we’ve all seen how technology helps improve our everyday lives, making it simple for us to handle mundane tasks like buying an airline ticket or ordering from a restaurant. But what ...

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 ...

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 ...

ALPHARETTA, GA / ACCESS Newswire / April 21, 2026 / TaxConnex ®, a full-service sales, use, and telecom tax outsourcing provider, announced today that it has achieved a Net Promoter Score (NPS) of 87 ...

Law firm human resources departments and associate development professionals are often tasked with teaching corporate counsel what great client service really means to general counsel and in-house ...

The Global Banking & Finance Review Awards programme has officially opened nominations for Best Client Service Recruitment ...

Hollywood’s privately owned boutique office campus at 6464 and 6565 Sunset Boulevard turns broker “loss leaders” into ...