When it comes to bringing value to an account, the importance of listening can’t be underestimated. “It’s critical to begin every client relationship with a focus on the client’s business versus ...

People.ai enhanced its account planning application through an AI-driven application called AccountGPT. AccountGPT leverages generative AI and large language models to auto-complete sections of ...

Companies around the globe are transforming the way they connect with customers. ACCOUNT PLANNING in SALESFORCE contains valuable advice on how to use Account Planning methodology in Salesforce to ...

Or to put it more accurately, it is the account planner’s fiftieth birthday. Looking at it another way, let’s say it will be fifty years since the first account planner strode proudly through the ...

I think it’s fair to say that most people’s least favorite topic in advertising is account planning. You probably would go as far to say you hate a planner or two. Most people find us pompous, useless ...

A flexible spending account plan is a low-cost way for small business owners to help employees save money on health care costs and reduce taxes for both of you. Committing dollars in advance helps ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. While you may feel like you have the investment side well handled, you may be ...