In any service based business the goal is to ensure that your client is satisfied with your company and offering. The worst possible outcome, although it happens, is that a service is rendered and the ...

Preparing your client for mediation in advance of the actual mediation conference is crucial to ensure a smooth and productive process that will, hopefully, lead to a resolution of the disputed issues ...

Are your clients aware of how your relationship with them will work? Setting — and sometimes updating — client expectations is the best way to prevent future misunderstandings or disagreements. Steps ...

Bad clients. Everyone has them. But you may want to cut even your worst clients a little slack. Sometimes, it’s your lack of setting expectations that leads to the missed deadlines, overwhelm, and ...

In today's fast-paced and dynamic business world, financial advisors and professionals constantly seek innovative ways to serve their clients better and maintain a competitive edge. A Behavioral ...

Clients often come to an advisory firm with preconceived notions about what we do, who we are and how we can help them. Whether you’re meeting with a prospective client or continuing work with a ...

Whether you’re dating someone new in your personal life or courting a new vendor at work, setting and properly managing expectations is tough. That’s why they call it the honeymoon period, both in ...

Mindset is the real limitation — in the form of a failure to establish and manage expectations. The firm took clients as they came and serviced them on call, regardless of the request. They told me: ...

We’ve all had our fair share of client horror stories. There are the clients who expect to host 250 guests on a $15,000 budget, and there are those who feel entitled to call us in the wee hours of the ...