Signing a big-name client can seem like a major accomplishment for any business. However, before rushing to close the deal, it's important for leaders to take a step back and ask themselves some ...

When leaders of a B2B company learn that a top player in their target audience has heard of them and is interested in their products or services, it can be thrilling. After all, landing a “big-name” ...

The Annual Enrollment Period is the time of year when licensed agents and brokers in the Medicare space receive the most questions from existing and potential clients. From Oct. 15 to Dec. 7, tens of ...

Over the last 20 years of speaking to clients, I’ve developed a list of questions that have been instrumental in fostering better long-term relationships. There are many questions you can ask, but ...

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 ...

In a time when law firms are searching for sustainable ways to grow, it's time to reexamine whether your client relationship partners are truly set up to direct and lead—or merely expected to manage ...

I’ve spent much of my career helping advisors better understand equity compensation and how to integrate it with each client’s overall financial planning and goals. Employers structure their offerings ...

Uncertainty in the markets is nothing new – but that doesn’t make it any less unsettling for clients. Whether driven by inflation, economic downturns, geopolitical events or changes in policy, ...

Members of Fast Company Executive Board share their expert insights. [Image: Courtesy of the individual members.] The Fast Company Executive Board is a private, fee-based network of influential ...