Financial Planning's Practice and Client Management coverage includes essential advisor-level strategy and operational insight for firms and solo practitioners. Read how elite advisors build retention ...

Ryan Greiser is a financial advisor and the co-founder of Opulus, a firm dedicated to advising high-income millennials, business owners, and professional athletes. He was named one of the Investopedia ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

360-degree views of the customer provide a comprehensive landscape of a client's financial situation and enable more personalized and effective advice. This holistic understanding helps build stronger ...

The ability to communicate, sell, realize and expand the value your offering delivers to prospects and clients has become the basis of differentiation and competitive advantage in B2B. Why? Selling ...

A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, and build trust from the start.

Our research shows that Zoho CRM is the best client management software thanks to its robust analytic tools, solid lead conversion features, and its many integrations with other first- and third-party ...

If your organization isn’t tapping into the benefits of customer relationship management, it could fall behind the competition. Many business owners are already aware of Customer Relationship ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Based in Taskize’s London office, Sinclair will lead the company’s client ...