In today’s competitive market, retaining clients is just as important, if not more so, than acquiring new ones. Reducing churn—clients leaving your business—requires a strategic approach centered ...

Customers are the lifeblood of your company, but trying to keep them happy at all times can drain resources, threaten profit margins, and sap employee morale. And sometimes, managing one client ...

Are you the first phone call your client makes when they experience joy or sadness in their life? In my field of financial planning, building strong relationships is key to doing the best work for ...

Learn about portfolio manager duties, required skills, education paths, and salary expectations to understand this financial ...

SARATOGA SPRINGS, N.Y. – Tim Fontaine recently joined Kershner, Grosso & Co. as a client relationship manager. Fontaine is a certified financial planner, and as such expands the financial and tax ...

Lately, a lot of people in the business world have been talking about the transformative potential of agentic AI. When I think about one of the most human aspects of business—relationships—I see a ...