This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

Let's face it: Clients of accounting firms come with unique, continuously evolving needs, which can make streamlining operations something of a moving target. Processing Content But in the realm of ...

Children and adults in crises rely on social workers to help them solve problems and cope with everyday living situations. Social workers create a case for each new client and develop a plan of ...

Boosting services to better serve clients can be a smart move for financial advisors looking to expand their business — but such decisions may easily turn into blunders. Processing Content The risks ...

Tailored specifically to SMB business needs, Aurora Payments’ new industry-first POS system enables service-based businesses to handle payments, appointment bookings, client management and customer ...

The financial advice industry is highly focused on client service. Ambitious advisors typically seek to provide an exceptional service experience right out of the gate to gain their new clients’ trust ...

The legal profession has always had a duty of care with regard to managing funds held on behalf of its clients, whether held on a separate, designated client account or in a general client account. In ...