Customer journey mapping is not new. In fact, it’s commonly used in consumer marketing. But despite its tremendous benefits, it has not been widely adopted in professional services. You see, customer ...

Recently, at the Smokeball Spark 2023 conference, Talya Faigenbaum, director at Nest Legal, discussed how she uses human-centred design principles to build her firm. This content is available ...

Plotting each point of a client's interaction with your firm can help you improve the delivery of legal services and deepen key relationships, advises Adrienne Halladay Outside the legal industry, ...

When talking to new clients, many advisors get right to the numbers, walking prospects through budgets and investment strategies that will help make their retirement years golden. Processing Content ...

What are the primary concerns of investors today and what type of support are they looking for from financial advisors? These are critical questions for advisors, and the answers can guide how they ...

Your article was successfully shared with the contacts you provided. Financial advisor Hugh Massie, president and founder of Atlanta-based firm DNA Behavior International, has long believed that it’s ...

Are your client relationships more like a rope or a string? To understand the comparison, first consider the definition. "A rope is a group of yarns, plies, or strands that are twisted or braided ...