As a financial advisor, delivering exceptional service isn’t just a nice-to-have; it’s the cornerstone of building lasting client relationships and ensuring business growth. A survey published in Financial Advisor Magazine reveals that a staggering 72% of clients cite poor client communications as the primary reason for parting ways with their financial advisor. As client expectations continue to evolve, the imperative isn’t merely providing personalized and frequent communication but also being proactive in addressing their needs. In this dynamic landscape, advisors who excel in this realm distinguish themselves by setting the new standard for what five-star service truly means.

So, we’ve all been there — real estate deals wrapping up with the exchange of keys, and maybe a thank-you gift thrown in for good measure. But here’s where Client Giant kicks it up a notch, rewriting the rulebook. Instead of waiting until after the dust settles, they have a series of transaction pages that bring timely surprises from day one, inspired by the wisdom dropped by Jay O’Brien in his eye-opening speech on “Delivering 7-Star Service in a 3-Star Industry.”

Employee onboarding is a critical process for any organization. When done effectively, it not only helps new hires become productive and integrated into the company culture but also significantly impacts employee retention. A well-structured onboarding program with meaningful milestones can set the stage for a successful and lasting employee-employer relationship. In this blog post, we’ll explore the best practices for onboarding that can help increase new employee retention and enhance the overall employee experience, supported by key statistics.

In today’s environment, organizational resilience has become a cornerstone of success for Fortune 500 companies. These industry giants face a myriad of challenges, from economic downturns to global pandemics. Central to navigating these challenges is the Chief Human Resources Officer (CHRO), whose role is rapidly evolving to play a pivotal part in shaping organizational resilience. In this data-driven blog post, we will explore the key strategies CHROs employ and the impact of their decisions on organizational resilience within Fortune 500 companies.

As the holidays roll in, what better way to spread joy than finding the perfect gifts for your clients and employees? Gift-giving evolves constantly, and our team of experts is here to guide you through the latest and greatest ideas. We’ll share some of the most exciting gifting trends that every company should know for holiday gifting in 2025. Get ready to spread some joy and make your gift-giving extra special this year!

In the financial world, where numbers and data often take center stage, there’s a hidden gem that holds immeasurable value: thoughtful gifting. It’s a practice that goes beyond mere presents; it’s a strategy that can foster deeper connections, nurture loyalty and retention, and pave the way for invaluable referrals.

Nurturing client relationships year-round is critical to retention and referral business. 

As a financial advisor seeking to elevate your client engagement, picture this: what could be more exciting than starting a journey into a new era of elevated client gifting? Gone are the days of guesswork in client gifting – get ready to set up and embrace the game-changing power of gifting logs.

Let’s face it – not everyone is a gift-picking prodigy. In fact, some of us might be quite terrible at it. From sending a steakhouse gift card to a vegetarian, to presenting a disco ball to someone with two left feet, we could all use a little assistance in the gift-selection arena.

In the competitive realm of financial advisory, client engagement stands as a cornerstone of success. But what if we told you there’s a game-changing metric that could redefine your approach?