Marketing and BD teams sit at the intersection of client expectations and firm delivery – and the stakes have never been higher. According to BTI Consulting’s 2024 Client Service A-Team Report, only ...

In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...

In today’s competitive legal market, client engagement is not just a buzzword—it’s a necessity. Law firms that prioritize and excel in client engagement are more likely to foster lasting relationships ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

Growth strategies at the largest firms in the country this year are revolving around identifying and finding the right ...

Marc Rogers, Founder/CEO of Producers Prospect, is a financial advisor, coach and industry leader with over 20 years of experience. In an increasingly crowded advisory marketplace, sustainable growth ...

For over 15 years, I've heard therapists describe clients as resistant. I’ve heard it when a client doesn’t complete homework, avoids a topic, pushes back on a recommendation, cancels sessions, or ...

In my years traveling the country to work on M&A transactions in the wealth management space, two things have remained reliably consistent: First, every time my 6'10" frame steps off an airplane, I ...