Strong client and customer relationships are critical to business growth, retention and reputation—but they don’t happen by chance. They’re built over time through consistent leadership, clear ...

If advisors want to help clients during volatile markets and through an unpredictable future, elements of behavioral finance can explain decision making and describe an individual’s relationship with ...

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 ...

Reinvention for Management Consulting in the age of AI is means reconnecting with a consultant’s role as the “counsellor” to senior managers. In the past twenty years, management consultants have ...