James Loffler is the President of Loffler Companies, a leader in business technology services and solutions across the Upper Midwest. In the dynamic landscape of business and office technology, the ...

Forbes contributors publish independent expert analyses and insights. I cover travel with a focus on safety and sustainability. If you want an idea of how far customer service has fallen — and how ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

Success for a financial advisor is dependent on attracting and retaining clients. The key is to create an incredible client service model to deliver an experience for clients that surpasses their ...

Gartner predicts half of firms that cut customer service staff due to AI will rehire by 2027 as enterprises rebalance ...

Client services are a faster way to generate revenue, but it comes with downsides for nomadic founders who are building ...

IT Client Services and Support staff represent more than 500 years of experience combined, and are a team dedicated to being champions of excellence as they serve faculty and staff across campus. “As ...

RIA leaders are debating "digital employees" but expect service models to expand to meet growing HNW needs, says industry ...

Many CPAs will have heard the compelling reasons why now is an opportune time to offer client advisory services (CAS). The term “client advisory services” refers to a variety of services CPAs can ...