client management

In the fourth part of his series on adviser business strategies, John Joe McGinley points to a new study and argues that businesses should ask whether they make clients and customers feel special every day.

In the third part of his series on adviser business strategies, John Joe McGinley says successful advisers will have a greater focus on segmenting clients.

Insurers must continue using their online systems in to post sales care to support advisers and their client relationships, an industry working group has demanded.