The psychology of client satisfaction is a wide field of study with a large amount of useful information. Here are a few easy-to-implement concepts that can make a big difference for you and your ...

Attorneys in firms can no longer wait for the conveyor belt to bring new client work to them. Economic and cultural changes during the last half-dozen years have caused firms to reassess their ...

You probably feel like you have a good handle on how your clients feel about your business. Would you be willing to bet money on your intuition? If you’re not eliciting client feedback via ...

Financial advisory clients increasingly want “proactivity,” according to a new study. In other words, they want their wealth managers to anticipate their needs in advance. Unfortunately, the study ...

The company has earned 21 total accolades from J.D. Power – including 12 top rankings for mortgage origination – the most of any home lender. DETROIT, July 27, 2023 /PRNewswire/ -- Rocket Mortgage, ...

Investors who receive comprehensive advice tend to report more satisfaction with their advisor, even in down economies, than those who receive transactional advice, according to two studies from J.D.

DeviQA is recognized on the Clutch 1000 List for 2025 for consistent client satisfaction and high-quality QA services ...

Angela Mattioda (AM): The top request from any current client or client transitioning over to Surgical Notes from another billing company is communication. That includes keeping clients current on ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

ATLANTA--(BUSINESS WIRE)--Operation HOPE, a national nonprofit dedicated to helping low- and moderate-income Americans thrive in an ever-changing economy, announced today the results of its client ...

ALEXANDRIA, Va.--(BUSINESS WIRE)--Spok, Inc., a wholly owned subsidiary of Spok Holdings, Inc. (NASDAQ: SPOK) and a leader in healthcare communications, earned top honors for the seventh consecutive ...

"Improving our NPS by 8 points in a single year is a reflection of the trust our clients place in us and the consistent dedication our team brings to every interaction," said Sam Sidhu, President and ...