The importance of creating an exceptional client service model can't be underestimated. Attracting clients-and retaining their loyalty-begins and ends with delivering an experience that not only meets ...

The Whole Client Model is an empirically derived profiling mechanism gleaned from the best practices of leading ultra-successful professionals. When used correctly, this process helps them gain an ...

Enhanced model introduces direct relationship between client and CCP, designed to increase cost efficiency and client protection on both sell and buy sides. Stockholm, October 17, 2017 — Nasdaq ...

Darren Root, chief strategist at Right Networks, offers a new framework for executing on your firm's business model — if you have one. Welcome to On the Air with Accounting Today, I'm editor-in-chief ...

Something that differentiates the home care agency field from other industries is that services are time-limited. People recover or pass away and no longer need your services. This fact presents two ...

This article first appeared on Money Marketing’s DFM Centre. The ‘agent as client’ model, where an adviser establishes themselves as the client of the discretionary fund manager is the most common ...

Join this session to hear about how we are advancing the Optum Client Model. The team learned valuable information from the initial roll-out and are now evolving the model to simplify and enhance it.