Call me Captain Obvious, but understanding your clients is critical to building a successful practice. (Yes, I know … “Thank you, Captain Obvious!!”) Two powerful tools that help achieve this ...

Working with clients may not always be smooth sailing. The voyage may begin in calm seas, but a squall may disrupt your journey. Being alert and prepared to address unforeseen challenges can represent ...

Below are suggestions for consideration when choosing clients to include in your firm’s client feedback program. When considering these criteria, it is also useful to examine clients/referral sources ...

Your best clients leave clues before they leave for good. Spot these 7 warning signs in their LinkedIn behavior and client ...

The sine qua non for lawyers is clients. Almost every practice depends on a regular flow of paying clients. Without them, there would be little for lawyers to do, and getting paid would be harder than ...

In this Investment News interview, three experienced advisors share how they are using AI to streamline preparation, scale service and enrich every client interaction. Hear practical examples of note ...

As someone who has had the honor of working with thousands of salespeople and entrepreneurs over the years, I’ve witnessed firsthand the transformative power of client-centered selling. It’s not just ...

With thoughtful strategies and a proactive mindset, young lawyers can guide their clients through the complexities of the legal process with clarity, transparency and professionalism. Managing client ...

The path to growth for financial advisory firms is multifaceted. It requires a keen understanding of the shifting demographic landscape, a balanced focus on client acquisition and retention, and a ...

Paul Cowan is a psychotherapist and relationship specialist who led advertising agencies. He co-founded the Client Relationship Consultancy and the Customer Relationship Consultancy. In his new book, ...