Today, the evolving dynamics of the B2B landscape demand more than just service enhancements to achieve true client orientation. It requires a foundational shift in strategy, embedding a deep ...

It's 9 p.m., and a demanding client email pings your inbox. Your team is stretched thin, and you want to protect their time, but this is a key client. How do you navigate these pressures? Sometimes, ...

The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

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 my two ...

Mapping the client journey is an eye-opening exercise that highlights inefficiencies and bottlenecks in your firm’s processes. By dissecting each stage of the client’s experience, from initial contact ...

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 ...

AI is not just a tool; it's a partner in a firm's quest to excel, innovate, and connect. Now that law firms are successfully incorporating (or not) the benefits of artificial intelligence into ...

Approaching our agency’s 30th anniversary this year, I’m reflecting on the art of building high-value client relationships. Don’t get me wrong, new clients are always a priority for Trademark, but ...