If your business is looking to branch out into a new industry, it can be a challenge when the potential client or the industry as a whole has a complex business model, product or service you may not ...

One of the great gifts you can give to your clients is helping them determine the right amount of life insurance. Most clients have a basic understanding of the purpose of life insurance. However, ...

Businesses have mixed feelings about their financial data. They can't live with it, they can't live without it, and they don't always understand what all the data before them means. Despite this ...

How can I prompt clients to refer me to others? How can I prevent lost returns or market volatility from affecting my client relationships? How can I convince my client to follow my advice? Although ...

Whether it's a one-off exercise or a regular occurrence, seeking independent feedback from clients will help identify what they truly value, says Allan Carton The challenge of delivering better value ...

The most basic human drive is to avoid pain and seek pleasure. It is at our core and determines most of our behaviors. Processing Content Most people do not understand why they make the decisions they ...

One of the comforting lies that law firms like to tell themselves, is that the problem with clients is they don't understand how Big Law works. Any law firm who says this — or even thinks it — has the ...

It is well known that attorneys owe a duty of confidentiality to their current or former clients. But what about those prospective matters that never lead to a retention? A potential client may meet ...

With retirement planning becoming more and more important to individuals looking to prioritize well-being over work, firms and advisors must innovate the solutions they offer. TJ Arcuri, of SageView ...

As artificial intelligence (AI) becomes more prevalent in the legal sector and corporate operations, its implications for attorney-client privilege should be a rising concern for board members. AI ...