Direct contact with clients and client-related activities such as portfolio management and client acquisition occupy the majority of advisors’ time When asked to rate the amount of time various ...

As someone who has had the honor of working with thousands of salespeople and entrepreneurs over the years, I’ve witnessed firsthand the transformative power of client-centered selling. It’s not just ...

Imagine a world where selling is not about persuasion, but about connection. A world where financial advisors don't just sell products, but empower clients to make informed decisions. We have the ...

In an ever-evolving global business landscape, the key to success lies in adaptability, client-centric solutions, and continuous learning. In an insightful interview with Mike Gitlin, CEO of Capital ...

Running an advisory business today requires more than investment knowledge. Today’s investors expect a personalized client experience from their advisors. In a recent investor survey, 56% of ...

Most sales and marketing experts will say the secret to organic growth for a service business is having a clear understanding of who your ideal client is and what unique services you can offer to that ...

My colleague Adrian Lurssen tells a story of hearing Laura Hudson, CMO at Ward and Smith, present at an LMA Southeast regional conference on the topic of thought leadership in law firms. (This was a ...

CoreXponent/ CoreExponent: Delivering client-centric digital marketing services with a focus on customer satisfaction and excellence. Your Legacy Systems Aren't the Problem. Leaving Them Alone Is. 64% ...

Marketing "is the whole business seen...from the customer's point of view," the legendary management consultant Peter Drucker wrote in his The Practice of Management. Drucker also noted that profit is ...

My name means listener. I often ponder if my behavior validates my moniker. I’d like to believe that one day I’ll master the craft of listening. When a client makes a suggestion that seems ...