Fahad Modak shares an article that explains how to improve client experiences in the asset and wealth management industry. The asset and wealth management industry continues to experience a lot of consolidation with deals such as Morgan Stanley/E*Trade/Eaton Vance, Schwab/TD Ameritrade, and Franklin Templeton/Legg Mason. Scale is becoming an important competitive advantage in this winner-takes-all environment. Leaders in sales and marketing at these firms are pressured from all sides to be more relevant and valuable to their clients. Not only…

David A. Fields shares a consulting checklist that identifies how to elevate your practice.  You run a great consulting firm. You can point to glowing testimonials and clients who stick with your consulting firm like fluffernutter pasted to the roof of a six year-old’s mouth. And while you originally found your consulting firm’s tagline on a pizza box (“You’ve tried the rest, now try the best”), you still believe your team delivers better results and value than the average crew…

David A. Fields explains how your consulting firm could benefit from his experiment with outreach. There are people you’ve not talked with in years, and it’s a shame. They’re good people, you enjoyed your relationship with them, plus, reconnecting could help generate business for your consulting firm. But if you’ve been out of touch for so long, is it really possible to renew the relationship? And if so, how, and is more than one bar of To’ak Art Series Blend…