Setting client expectations is a key determinant of your success as an adviser. Most people walk through the door of your office with no real idea about what you do. They have the perception that an ...

At the ALA National Conference in Nashville, a timely panel brought together operational leaders to explore the evolving expectations of law firm clients. The session, titled “Evolving Client ...

Preparing your client for mediation in advance of the actual mediation conference is crucial to ensure a smooth and productive process that will, hopefully, lead to a resolution of the disputed issues ...

CEO at The Ascendant Group “Business isn’t just B2B or B2C anymore. It is now H2H, human to human connectivity.” – Raoul Davis To continue reading this ...

Are your clients aware of how your relationship with them will work? Setting — and sometimes updating — client expectations is the best way to prevent future misunderstandings or disagreements. Steps ...

Competition from direct-to-consumer platforms is intensifying. Retail brokerage providers have expanded at a five-year ...

Clients often come to an advisory firm with preconceived notions about what we do, who we are and how we can help them. Whether you’re meeting with a prospective client or continuing work with a ...

In today's fast-paced and dynamic business world, financial advisors and professionals constantly seek innovative ways to serve their clients better and maintain a competitive edge. A Behavioral ...

Ahead of Wealth Management EDGE, Ritik Malhotra speaks about the instant gratification fueled by technology. Instant gratification has become a hallmark of our fast-paced digital era, where tasks such ...

Bad clients. Everyone has them. But you may want to cut even your worst clients a little slack. Sometimes, it’s your lack of setting expectations that leads to the missed deadlines, overwhelm, and ...

Managing Partner at Fizen Technology, Legendary IT Support for Business To continue reading this content, please enable JavaScript in your browser settings and ...

We’ve all had our fair share of client horror stories. There are the clients who expect to host 250 guests on a $15,000 budget, and there are those who feel entitled to call us in the wee hours of the ...