Most companies don’t lose clients because of a dramatic failure. They lose clients because their product or service slowly becomes discretionary. Across B2B industries, switching providers is becoming ...

Debunking the myth of "the customer comes first." ...

Running an advisory business today requires more than investment knowledge. Today’s investors expect a personalized client experience from their advisors. In a recent investor survey, 56% of ...

The Client Focused Reforms (CFRs) were designed to move the Canadian advice industry beyond simple disclosure and toward demonstrable client outcomes. Rather than prescribing products or business ...

Quote of the Day: Jeff Bezos, Amazon's founder, champions customer obsession. He believes focusing on customers drives ...