The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. If you are a consultant ...

The client intake process for law firms is one of the most important systems in any legal practice. It determines how ...

In the past, I’ve likened a client’s view of a financial advisor to watching a duck swim across a pond. To the observer, it looks like the duck is effortlessly gliding across the water, but beneath ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

The best time to address potential mental decline is well before it becomes an issue. Advisors should initiate an aging plan for clients in their 50s or early 60s. The idea is to start the ...

When leaders think of how to improve their customer's experience, they often associate this practice with retail or technology services that are digital-first, transactional businesses. While the need ...

When most people think about exploring their past to better understand their current problems, they likely picture a session with a therapist. However, coaches also sometimes find that in certain ...

At any given time, I’m juggling multiple clients. That means I’m juggling context for multiple projects, background information on various companies, and a lot of deadlines. Some of my clients give me ...

Stop chasing clients. Attract them by becoming highly sought after. Key strategies include building a "lighthouse" with valuable content to create a waitlist, exuding confidence to attract, reversing ...