BTI Research

Simple and powerful. Client service at its best. At its core — the pandemic proves excellent client service still sits at the epicenter of the client relationship. And yes, client service takes work — but so does everything else. And this work brings intellectual, financial, and personal rewards for both…

The last 12 months drove the The BTI Client Service 30 to get even better. These firms were able to read the tea leaves and give clients close, practical, and timely advice. They stepped in without being asked and knew exactly how to help. These firms upped their client service…