Signing a big-name client can seem like a major accomplishment for any business. However, before rushing to close the deal, it's important for leaders to take a step back and ask themselves some ...

When leaders of a B2B company learn that a top player in their target audience has heard of them and is interested in their products or services, it can be thrilling. After all, landing a “big-name” ...

Starting new client relationships can be stressful. You know very little about their business (since you just started working together), so it’s harder to apply your marketing knowledge. On the other ...

Many of your retired middle-class millionaire clients are tempted to pay off their mortgages as soon as possible, hoping to cut their monthly expenses and save big on interest costs. But before you ...

Over the last 20 years of speaking to clients, I’ve developed a list of questions that have been instrumental in fostering better long-term relationships. There are many questions you can ask, but ...

In recent years, advisors have discussed charitable planning with clients more frequently than ever before. The Covid pandemic has caused many wealthy clients to increase their giving, as charities ...

Clients sometimes get it all wrong. They might throttle back in December, putting their lives on cruise control. December is for setting up the tree, attending parties, going to holiday concerts and ...

When a client asks for something specific, it’s tempting just to say “Sure, I can do that,” and move on to the next to-do item. But sometimes a better way to serve the needs of the client might be by ...

Annuities — with their rules, riders and variations — can be a mystery to clients. Instead of causing their eyes to glaze over with long-winded explanations of this insurance product’s potential ...

Members of Fast Company Executive Board share their expert insights. [Image: Courtesy of the individual members.] The Fast Company Executive Board is a private, fee-based network of influential ...