Opinions expressed by Entrepreneur contributors are their own. Whether you’re a digital agency or a professional services business, client onboarding is a critical process to get right. Nail it, and ...

I walk into the waiting room on a blazing Tucson afternoon and invite my next client, Sammy,* into my office. Sammy’s dressed in a wildly-patterned Hawaiian shirt, baggy board shorts, and worn-out ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

I recently began working with a personal trainer, and I was nervous. I realized that it was because I knew nothing about the trainer – her communication style, her preferences, her experiences or even ...