Search Results - "Client relations"

Wealthspan Planning: Guiding Principles for Advising, Accumulation, and Expenditure.

Authors: Migliaccio, John¹ jnmigliaccio1@gmail.com

Source: Journal of Financial Service Professionals. May2026, Vol. 80 Issue 3, p23-28. 6p.

How Sales Teams Undercut Themselves with Longtime Clients.

Authors: Astray, Tatiana^1,2

Source: Harvard Business Review Digital Articles. 5/6/2026, p1-9. 9p.

You Catch More Flies with Honey: An Examination of Techniques to Mitigate Client Reactions to Increased Professional Skepticism.

Authors: Eutsler, Jared Holderness Jr., D. Kip Robertson, Jesse C. et al.

Source: Auditing: A Journal of Practice & Theory. Feb2026, Vol. 45 Issue 1, p73-98. 26p.

Asset management operations : Prioritising and instituting a client-centric focus to deliver superior client servicing capabilities through organisational excellence.

Authors: Vacic, Sinisa¹ (AUTHOR)

Source: Journal of Securities Operations & Custody. Spring2026, Vol. 18 Issue 2, p153-171. 19p.

How Auditors' Client Service Affects Managers' Cooperation with Auditor Evidence Requests.

Authors: Hatfield, Richard C. Hoang, Kris Ricci, Michael A. et al.

Source: Auditing: A Journal of Practice & Theory. Aug2025, Vol. 44 Issue 3, p111-132. 22p.

Before the Merge: What Financial Planners Need to Know About Premarital Planning: Financial planners must integrate behavioral insight with technical guidance to build strong long-term relationships with each member of a client couple.

Authors: Quamme, Ashley¹

Source: Journal of Financial Planning. May2026, Vol. 39 Issue 5, p47-51. 5p.

Barclays Courts Big Clients by Giving All a Top Banker to Call.

Authors: Shaw, William (AUTHOR)

Source: Bloomberg.com. 6/30/2026, pN.PAG-N.PAG. 1p.

Preserving a LEGACY: How Oswald Companies keeps protecting client relationships for 133 years and growing.

Authors: BILYJ, BROOKE

Source: Smart Business (2689-3487). Jun2026, Vol. 37 Issue 11, p24-31. 8p.

Married Individuals' Attitudes Toward Family and Couple Therapy: A Qualitative Study in the Turkish Context.

Authors: Kaya, Nurevşah Yavuz Güler, Çiğdem

Source: American Journal of Family Therapy. 2026, Vol. 54 Issue 4, p506-527. 22p.

Subjects: Family psychotherapy, Intellect, Empathy, Family conflict, Prejudices, Qualitative research, Married women, Interviewing, Statistical sampling, Privacy, Social theory, Family relations, Help-seeking behavior, Judgment sampling, Age distribution, Married men, Couples counseling, Thematic analysis, Sound recordings, Client relations, Research methodology, Religion, Trust, Case studies, Interpersonal relations, Psychosocial factors, Educational attainment, Social stigma, Medical ethics, Time

Geographic Terms: Türkiye

The Development of LGBTQ+ Cultural Competence and Cultural Humility Among LGBTQ+ Counselors: A Constructivist Grounded Theory.

Authors: Ratanashevorn, Rattanakorn Waalkes, Phillip Kashubeck‐West, Susan et al.

Source: Journal of Counseling & Development (John Wiley & Sons, Inc.). Jul2026, Vol. 104 Issue 3, p430-443. 14p.

Subjects: Counselors, Trans men, Gender-nonconforming people, Sexual orientation, Research funding, Cultural competence, LGBTQ+ people, Statistical sampling, Questionnaires, Interviewing, Nonbinary people, Work experience (Employment), Client relations, Race, Professional employee training, Cisgender people, Research methodology, Continuing education, Grounded theory, Psychosocial factors

Geographic Terms: United States

IS SELF-DISCLOSURE ON SOCIAL MEDIA OK?

Authors: BROWN, SALLY

Source: Therapy Today. Jul/Aug2026, Vol. 37 Issue 6, p46-49. 4p. 2 Diagrams.

Subjects: Social media, Communication ethics, Medical office management, Privacy, Ethical problems, Psychoeducation, Marketing, Information resources, Client relations, Commitment (Psychology), Social support, Self-disclosure, Self-perception, Medical ethics

PICK AN ACE.

Authors: Popat, Rahi

Source: Therapy Today. Jul/Aug2026, Vol. 37 Issue 6, p38-41. 4p. 11 Color Photographs.

Subjects: Treatment of emotional trauma, Psychotherapy, Substance abuse, Health literacy, Mental health, Violence, Child abuse, Invective, Family relations, Psychological well-being, Home environment, Patient-centered care, Client relations, Child development, Counseling, Adverse childhood experiences, Intergenerational relations, Self-perception, Medical practice

Beyond monogamy. (cover story)

Authors: Ennis, Kelli

Source: Therapy Today. Jun2026, Vol. 37 Issue 5, p48-51. 4p. 2 Color Photographs.

Subjects: Non-monogamous relationships, Psychotherapy, Professional ethics, Monogamous relationships, Psychotherapist attitudes, Attitudes toward sex, Attachment behavior, Professional ethics of psychotherapists, Social norms, Client relations, Psychology, Couples counseling, Theory, Social boundaries, Social stigma

Geographic Terms: United Kingdom

Burnt out while caring. (cover story)

Authors: Bell, Simone

Source: Therapy Today. Jun2026, Vol. 37 Issue 5, p34-37. 4p. 2 Color Photographs.

Subjects: Work, Psychological burnout, Caring, Spouses, Help-seeking behavior, Psychological well-being, Family relations, Services for caregivers, Burden of care, Client relations, Psychological stress, People with mental illness, Psychology of caregivers, Counseling, Experiential learning

Relatively not speaking.

Authors: Fox, Alix

Source: Therapy Today. Jun2026, Vol. 37 Issue 5, p22-29. 6p. 5 Color Photographs.

Subjects: Social media, Psychotherapy, Gender identity, Psychology of LGBTQ+ people, Culture, Parent-child relationships, Attitudes toward sex, Family relations, Psychoeducation, Conversion therapy, Decision making, Loneliness, Experience, Client relations, Streaming media, Adverse childhood experiences

Authors: Zhen, Angel¹

Source: Journal of Accountancy. Jun2026, Vol. 242 Issue 1, p36-40. 4p.

Subject Terms: *Accountants, *Marketing strategy, *Business planning, *Psychological burnout, *Client relations, Mental health

Through the lens of Gen Z. (cover story)

Authors: Reed, Emma

Source: Therapy Today. May2026, Vol. 37 Issue 4, p22-26. 5p. 4 Color Photographs.

Subjects: Health literacy, Psychotherapy, Psychotherapists, Social media, Mental health, Psychologists, Psychotherapist attitudes, Artificial intelligence, Mental illness, Health, Anxiety, Information resources, Parenting, Client relations, Intergenerational relations, Psychosocial factors, Vocational guidance, Access to information

CAN I CALL MYSELF A COACH?

Authors: BROWN, SALLY

Source: Therapy Today. May2026, Vol. 37 Issue 4, p36-39. 4p. 2 Color Photographs.

Subjects: British Association for Counselling & Psychotherapy, Professional practice, Income, Insurance, Occupational roles, Clinical supervision, Medical office management, Client relations, Ethical decision making, Clinical competence, Professional employee training, Conceptual structures, Adult education workshops, Counseling, Commitment (Psychology), Medical practice

Jillian Phan, Chair Of CalCPA, Built Her Career On Trust And Long-Standing Client Relationships.

Authors: Rose, Steel CPA

Source: Forbes.com. 4/15/2026, pN.PAG-N.PAG. 1p.

2025 AGENTS of the Year.

Source: Insurance Journal. 2/23/2026, Vol. 104 Issue 2, p30-38. 9p.