In an era dominated by automated campaigns, instant messaging, and short sales cycles, many organizations prioritize speed ...

"That was the best meeting we've had with you. Let's do more of that." It bears repeating: Relationships take work. In our personal lives, "work" means spontaneity, generosity, surprise, ...

As human beings, people tend to feel good about buying into a potential opportunity when the experience is much warmer and less transactional. In this way, when businesses work with potential and ...

Approaching our agency’s 30th anniversary this year, I’m reflecting on the art of building high-value client relationships. Don’t get me wrong, new clients are always a priority for Trademark, but ...

In today's world, building strong relationships with clients is more critical than ever, especially for CPAs and accounting firm owners who want to improve client retention. Surveys show that clients ...

Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to what ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

Running an effective PPC campaign for your client is one thing, but building a successful relationship with them can be a different ballpark. Problems will likely arise when there is a lack of ...

A client once told me they hired a practice from a group of prospects because their architect poured them a glass of water on a hot day; other candidates had failed to do so. I’ve coached a firm to ...

Headlines about market volatility, automation and shrinking budgets are everywhere. Clients aren’t abandoning professional services but scrutinizing every engagement for value. For example, corporate ...

Understanding the basic tenets of managing money is critical in today’s economy. Yet too few Americans make an effort to fully understand the vocabulary of finance, leaving them ill-equipped to make ...