Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Khadija Khartit is a strategy, investment, ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Brian McHale In the ...

I imagine all agency owners and leaders can agree that the more channels or services in a client engagement, the longer we retain that client on average. Of course, not all clients include different ...

Discover techniques to improve your cold calling strategy and effectively engage clients, boosting your business acumen and building long-lasting relationships.

Taking time to understand client goals and helping them develop plans is crucial to client retention, say Justin Duft , JD, CFP®, CLU®, ChFC®, CLTC®, MSFS®, vice president of advanced planning at ...

When I first started my business, there were not many women in charge. If we were, we were often brushed aside and not taken seriously by our male peers. These experiences sometimes made me question ...

Tough conversations with clients are inevitable, but they don't necessarily have to damage your partnership. Handling these conversations with honesty, empathy and a solution-oriented mindset can help ...

The rise of technology, particularly artificial intelligence, has revolutionized the way professionals identify, connect with and build relationships with potential clients. By leveraging these ...

What if what therapists call client "resistance" is actually wisdom? Learn how reframing client pushback as healthy ...