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Clients stay with counsel not simply because their lawyers follow the rules, but because they feel safe, respected and heard, making trust essential to business development, especi...
Advisors are uniquely situated to have these discussions.
Today, in a business world where digital is king, secure client management is not a luxury, it's a must. From law firms and consulting companies to financial services firms and he...
That sense of control is part of the value you provide. The First Meeting The initial meeting is often where firms either confirm or undermine their positioning. For clients, the f...
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Which firms are among the best of the best? The post The Client Service A-Team: Ranking The Biglaw Superheroes Of Client Service (2026) appeared first on Above the Law.
MANILA, Philippines — In wealth management, success for both client and bank is built through everyday conversations, advice
Research from Verity Relationship Intelligence finds growing satisfaction gap due to issues such as unclear direction and unrealistic timelines.
The law firm marketing efforts with the best return on investment are things that actively provide value to potential clients: practical business guidance, uncluttered proposals th...
Clients rarely replace trusted advisors because someone makes a bigger promise. Instead, they gradually become convinced that another relationship may create greater value.
Being the person that clients trust with their problems, and the first agency exec they call when things are going wrong is no mean feat. Here’s a guide to the art of being a CCO a...
The SEC’s Division of Examinations(Division) issued a Risk Alert on June 9, highlighting its observations during a review of the economic incentives that investment advisers and th...
Research from Cerulli Associates indicates that marketing and referrals are the best ways to bring in new clients. Yet few firms devote much time or money to either.
It is important to be committed to the work you do, but according to these five advisors, going about your daily life can also result in landing clients.
Many clients avoid consolidating their assets at a single firm because they don't want the hassle. Advisors say it's important when to know not only when they're most likely to wan...
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Building client trust is a top priority for an advisor. But when advisors spot potential mental health struggles in clients, what should they do?
Ask ten partners in the same firm to describe their approach to client service and you will likely hear ten different answers. One partner will insist on quarterly check-ins. Anoth...
The best lawyer in the room does not always win the client. The one who made the decision easy does. That sentence makes a lot of attorneys uncomfortable, because it suggests the w...
I remember working with a client called Medici on their sales process. They were managing everything through a Google Sheets spreadsheet. When I dug into how leads were flowing thr...
Compliance is necessary, but it has never been the thing that actually changes a client's trajectory.
How a well-managed database can become a retirement asset The post A career’s worth of relationships, one final payoff appeared first on REM.
Accounting may be the language of business, but it's not the language of most business owners.
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