What Goes Into Meaningful Client Conversations Take Client Engagement From Static to Stunning With Direct Advisory Suite How This Tool Will Strengthen Advisor-Client Relationships What Goes Into ...

The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

Value-based selling is an essential skill for sales professionals, especially in markets where price often becomes the determining factor for clients. In many cases, these decisions occur because the ...

Atlas VMS has appointed Trey Cole as VP of client engagement for its AIM-Port Platform Solutions Division. Cole will focus on strengthening customer relationships and promoting adoption of the ...

Adel Al-Majed, Boubyan Bank’s vice-chairman and group CEO, details the bank’s commitment to innovation, customer satisfaction, and sustainable growth in Islamic finance. Global Finance: Boubyan Bank ...