We all know that "client relationship is at the heart of our business success," that "what the potential client buys is us" or that "it's not B2B (business-to-business), nor B2C (business-to-consumer) ...

Interviews can serve as powerful tools for connecting with potential clients in business development . This approach involves inviting ideal client prospects onto a show or podcast, focusing primarily ...

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Abstract: Customer Relationship Management (CRM) systems have come a long way in their evolutionary life cycle. From being used as a mere Rolodex of customer information, they have transformed into ...

While earning my second master’s in business strategy, I read The Marketing Imagination by Theodore Levitt. Levitt argued that the core purpose of a business is “to create and keep a customer.” This ...

In 2023, technology trends in business increased, especially regarding enhancing client relationships. More than ever, companies are leveraging new technology to reach customers across multiple ...

Digital Vaults bring multi-generational engagement (and value) to the table, ultimately serving as a digital moat for institutions and family offices, paving the way for the modern high-touch advisory ...

SEATTLE--(BUSINESS WIRE)--Supio, a leading AI company designed for personal injury and mass tort firms, announced today the next generation of its platform with Document Intelligence. Document ...

A practical guide to recognizing when it’s time to fire a misaligned client . Year-end timing gives leaders the leverage to ...