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 ...

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 ...

What is it that bonds clients to partners when so many alternatives exist? When does a vendor become a strategic partner, no longer at arm's length but seated at the table? As I approach a quarter ...

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 ...

Client advisory services (CAS) is the fastest-growing service area for CPA firms, and the rewards can be great. The median growth rate for CAS services was 17% in 2024, and CAS-related revenue is ...

September 08, 2025 - There's little debate that AI is saving time spent on routine legal tasks — a lot of it. One study notes results from pilot projects show associate time spent on a complaint ...

More firm leaders are seeing the value of providing complementary services as a way to expand existing client offerings and solicit new clients. In some cases, these side businesses can be more ...

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 ...

Charles Schwab is looking to cater to its highest-earning clients with the introduction of two differentiated customer experiences that include a slate of additional services. Processing Content ...

A customer service manager executes the organizational strategy to support and resolve customer issues and questions. In addition to addressing customer inquiries, the customer service manager also ...