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 ...

In the age of “AI slop,” human expertise stands out through personalized, tailored service that also leans into emotional intelligence.

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 ...

In some cases, they’ve already wiped out sizable chunks of their customer service operations, together representing thousands ...

Zultys, the channel’s #1 hybrid unified communications and integrated contact center provider, is proud to announce that it has been recognized with a 2026 Visionary Spotlight Award (VSA) for Customer ...

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 ...

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 ...

Exceptional customer service depends on more than smiling, empathetic employees (though they’re vitally important as well!). It also requires customer service standards and customer experience systems ...