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…

In this blog post, David A. Fields identifies two different approaches to consulting and which one has more clout with clients. Your consulting firm delivers creative solutions and excellent execution; thinking and implementation; fresh strawberries and whipped cream. Which of those should take priority (i.e., your time and resources) in order to win more clients? Let’s say that you, my dear chickadee, want to move from the southwest corner of Main and Broad to the northeast corner. This is an…

  Caroline Taich shares a concise post and one key tip on how to improve your client services.  Are you getting ready to start a planning process? I help my clients bring new ideas to life. To do this work well, I believe that it helps to know what it’s like to walk in client shoes. So when the arts organization where I am Board President was ready to write a strategic plan, I jumped at the chance to be…