We’re always looking for ways to build better relationships with our clients — especially with our best clients. I have heard so many options and ideas, and yet, we’re missing the low-hanging fruit ...

Discover techniques to improve your cold calling strategy and effectively engage clients, boosting your business acumen and building long-lasting relationships.

IMGCAP(1)]Mark Twain once said, “The report of my death was an exaggeration,” upon learning that a newspaper carried his obituary. Talk about a bad way to start your day! “Honey, do I look that bad ...

People talk about the “dog days of summer” and the “summer doldrums.” If the heat wave had broken in your part of the world, you might be thinking this is the time to spend time with your children.

Accountants spend a lot of time communicating with clients during busy seasons, and outside those active times, picking up the phone and calling clients again may be the last thing they have in mind.

Efforts to boost results at Citi’s wealth management division include orders that private bankers call clients at least every 90 days, and report on details of those chats. According to Citi staffers ...

It's no surprise that cold calling remains one effective way to get your foot in the door with new leads. But for many, cold calling is a scary prospect. What if you forget what to say? What if they ...