Educating CSR will help your hospital, patients, and clients, plus fulfill your CSR. You are already spending time training ...

Clients come in all types. Some come to you looking for portfolio management, others emphasize retirement planning, and many seek both. Still others simply want someone to hold their hand while they ...

Tough conversations with clients are inevitable, but they don't necessarily have to damage your partnership. Handling these conversations with honesty, empathy and a solution-oriented mindset can help ...

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On a recent Thursday evening, I tried out a new San Francisco restaurant serving California cuisine. A diner at a nearby table was not happy. I overheard him complaining all night -- the lights were ...

When handling difficult people at work, it’s essential to first spot and understand their type. This allows you to actively deal with a tricky situation at work in a much more focused, supportive, and ...

Dealing with a difficult employee requires a balanced approach that prioritizes both individual and team well-being. The first step is to identify the root cause of the behavior. Is it a lack of ...

The bigger question can be what to do with work product inside the client file. These attorney-generated documents like notes ...

Well not really knowing where to start on this post. I received a phone call from the brother of one of my clients this morning. I ...