Working With Distractions

This article is third in a series of five. In our first article, Sarah Dobek shared how to lead well in this season of uncertainty. Katie Renelt explored the do’s and don’ts when making the switch from office building to … Continued

Technology Tips for External Success

If you’re just joining us, you might want to go back and read the first three articles in this series on best practices for remote work. If you’re in a position of leadership, Sarah Dobek shares tips from her perspective … Continued

Advising Clients When the Only Certainty Is Uncertainty

In our March 12 blog, “Are You Prepared to Help Clients in Uncertain Times,” Sarah Dobek shared important ideas for “advising through uncertainty,” including communicating with clients quickly and being proactive with ideas to help their businesses. Here we are, only … Continued

Are You Prepared to Help Clients in Uncertain Times?

In the late hours of March 11, President Trump instructed the Treasury Department to defer tax payments without interest or penalties for certain individuals and businesses negatively impacted by COVID-19 pandemic, commonly known as coronavirus. A new deadline is not … Continued

Mistakes Happen. Now What?

A while back I learned a valuable lesson that continues to shape the way I communicate with my clients to this day. In a nutshell, two of my vendors let me down at a time when I had little bandwidth … Continued

Generational Differences In Client Expectations

What do clients want? While answers to that question will vary, there are trends in what clients expect. In a recent post, we explored how to begin improving your client experience. In this post, we’ll explore how trends and expectations … Continued

6 Tips For Improving Your Client Experience

As today’s decision-makers shift, so too are the expectations around client service. Understanding what clients want is important. While there are some trends or commonalities across generations, the fact is, people are changing. To exceed client expectations, it’s important that … Continued