Forbes contributors publish independent expert analyses and insights. My writing showcases excellence in wealth management. Self-made next-gen advisor Andrew Kahner has had a keen eye for the ...

The definition of your client facing team has evolved over the years. For a long time, the sales rep was the only face the customer knew. Over time, and in more progressive businesses, the customer ...

...firms with active client team programs were better equipped to serve those clients and to expand relationships during COVID 19 In my recent transition from an in-house law firm business developer ...

Industry Insights from Thomson Reuters Institute, a part of Thomson Reuters. Hours billed and revenue in the door are still the metrics by which the majority of law firms measure success. And why not?

What happens when the deal is done, and the project is handed off to the client success team? Here are four ways your client success team can support retention and revenue growth after the sale has ...

Effective communication is the cornerstone of any successful agency-client relationship. As an agency leader, fostering clear and open lines of communication between your team and your agency’s ...

Opinions expressed by Entrepreneur contributors are their own. It’s 2018, so the importance of company culture should come as no shock. But treating employees well doesn’t just build a healthy, ...

Remember when “client team” referred to just the attorney’s billing to a particular client? With flat demand for legal services now and for the foreseeable future, law firms are in a race to increase ...

Following a broad retrenchment over the past decade, the move leaves the Magic Circle with little presence in the private client world. A five-lawyer Linklaters private client team is leaving to join ...

Fund administrator Maitland has restructured its institutional client management team in a bit to better reflect the main services on offer, and to further align with client needs. The changes are ...

My last column about how to spread out the tax season received plenty of comments and questions. The most common question was: "How do I communicate this new tax season schedule to my team?" Let's ...