If you can use a simple spreadsheet, you can create a valuable and powerful business tool for managing your business's clients. A client database can be more than just a list of customers' names, ...

I’ve found that companies often remove people from their databases far too soon–especially considering the potential lifetime value of the prospect and his company. If your customer buys your type of ...

In financial services, it's all about the clients. What your clients need, what they want, where they are, where they're going and who they can refer along the way. There is no business without ...

The success of a communication effort depends on the ability to communicate with the right people as much as on the quality of documentation and presentations. This should be based on comprehensive ...