As financial advisors, we're always trying to find new ways of adding value to our clients' lives. Recently I examined my technique for constructing investment portfolios to ensure I was adding the ...

Integrated IP, an Australia-based multidisciplinary intellectual property firm, was founded only four years ago but has already made waves in the market. The firm, which started life in Western ...

I imagine all agency owners and leaders can agree that the more channels or services in a client engagement, the longer we retain that client on average. Of course, not all clients include different ...

Most advisors in our profession genuinely enjoy helping their clients succeed. They understand the importance of adding value to the client relationship so that it’s beneficial for everyone. For some ...

Orla Murphy is co-founder of Seeblue, an ABM agency. She has over 20 years of B2B marketing expertise across the tech sector. Your value proposition is the concise way you articulate the value you ...

Financial advisors asked about the material value they could add to a client's wealth through their services can increasingly answer that question with specific figures. Processing Content An ...

New options add value to advisor relationships while saving clients fees. Want to add value to client relationships? Train them to make you their first stop when they're making a mortgage decision.

High performing mid-tier financial services firms add value to their existing client base and have fewer acquisitions, according to Macquarie. The firm’s accounting and financial services benchmarking ...

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 ...

Financial advisors can deliver value to clients in 2025 by closely watching the political debate around taxes — and restraining themselves a bit, a Vanguard practice management expert said. Processing ...

Traditional billing models like hourly and fixed-fee billing often fall short of delivering true value to clients. Misaligned incentives, lack of transparency, and a disregard for the actual value ...

Value adds transform products, making them unique and allowing higher pricing. A strong value add creates a competitive advantage and market differentiation. Investors should assess companies' value ...