A new Hearts & Wallets survey shows financial advisory clients want proactivity, but too often are not getting it.

Here’s my take on balancing efficiency with personalization: 1. Leverage CRM Smartly – Track client preferences for tailored interactions. 2. Automate Wisely – Use automation for routine ...

The purpose of this order is to ensure that it does so by ending illegal preferences and discrimination. Sec. 2. Policy. It is the policy of the United States to protect the civil rights of all ...

In the newly released J.D. Power Affluent Client Trend Report, J.D. Power combines several ... Craig Martin explains that affluent clients are not a monolithic group. Their behaviors, preferences, and ...

Benefits also include improved client survey scores and better financial performance ... this mandate and adopt a policy that respects and prioritises the well-being and preferences of its employees," ...

The Office for Client Satisfaction (OCS) is a neutral organization that receives, reviews and responds to suggestions, compliments and complaints about Service Canada's delivery of services. The OCS ...