Customer Relations

  1. Top Tips for Managing a Prospective Client Meeting

    These tips are essential when it comes to managing that first meeting with a prospective ...
  2. Work or Staying at Home: You Still Need a Plan

    A great deal of the econonmic engine is fueled by stay-at-home parents. Their financial ...
  3. Top 5 Ways Advisors Can Appeal to Women

    Female clients present an enormous potential market for advisors. Here are some ways ...
  4. Top Tips for Retaining Widowed Clients

    These tips should help keep your widowed clients safely in your book of business ...
  5. 3 Top Tips on How to Be Truly Client-Centered

    Financial advisors can stand out from the competition by following these tips to ...
  6. How to Handle Annoying and Needy Clients

    Few things cause more headaches for financial advisors than excessively needy or ...
  1. How to Pick the Best Stocks? Listen to Customers ...

    Rated top in customer service, these companies have delivered impressive stock performance ...
  2. What is the Future for Salesforce.com? (CRM)

    Learn about Salesforce and how it has become an industry leader in the cloud-based ...
  3. Prevent Employees From Hacking You Computer System

    Cyber security attacks from a current or ex-employee can cause a lot of pain. Here ...
  4. Salesforce and SAP: Don’t Expect the Same From ...

    Take a look at the similarities and differences between SAP and Salesforce in the ...
  5. Salesforce Acquisition Could Boost Microsoft

    A Microsoft acquisition of Salesforce, which has been speculated on, would help boost ...
  6. How Are eBay And Amazon Different?

    Learn how eBay differs from Amazon in the e-commerce environment for both buyers ...
  1. What are key factors that are generally considered in demographic studies conducted ...

    Understand the importance of demographic research and learn key demographic factors that a company seeks to discover through ...
  2. Is good customer service something to look for in a company in which I am considering ...

    Learn about the importance of customer service when deciding whether to invest in a stock. Good customer service can ensure ...
  3. What does it mean when they refer to the churn rate of a telecommunications company?

    Learn what companies in the telecommunications industry mean when they refer to a churn rate, and discover tactics companies ...
  4. Why did Target's (TGT) expansion into Canada fail so quickly?

    Read about the four major reasons Target's expansion into Canada ended so abruptly and quickly after expanding into northern ...
Hot Definitions
  1. Presidential Election Cycle (Theory)

    A theory developed by Yale Hirsch that states that U.S. stock markets are weakest in the year following the election of a ...
  2. Super Bowl Indicator

    An indicator based on the belief that a Super Bowl win for a team from the old AFL (AFC division) foretells a decline in ...
  3. Flight To Quality

    The action of investors moving their capital away from riskier investments to the safest possible investment vehicles. This ...
  4. Discouraged Worker

    A person who is eligible for employment and is able to work, but is currently unemployed and has not attempted to find employment ...
  5. Ponzimonium

    After Bernard Madoff's $65 billion Ponzi scheme was revealed, many new (smaller-scale) Ponzi schemers became exposed. Ponzimonium ...
  6. Quarterly Earnings Report

    A quarterly filing made by public companies to report their performance. Included in earnings reports are items such as net ...
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