Search results for Client Relations

Client service, redefined: How financial services firms can strengthen engagement

When clients reach out to a financial advisor, it’s often with a time-sensitive need, whether it’s getting clarification on a pending trade, asking questions about portfolio perfor...

How to Have a Client-Centric Approach When You Don’t 'Own' the Client Relationship

In a firm where client-centricity is everyone's job, clients don't just get great advice; they get it faster, with less friction, and in a form that's easier to act on. That's the...

Building Lasting Relationships Through Proactive Communication and Transparency

Firms that make proactive communication and transparency a cultural expectation—not just an individual trait—position themselves to earn lasting trust. Jon Mattson explains....By:...

Why empathy and responsiveness matter in law firm client communication

Clients Want to Feel Heard - One of the most common frustrations clients have with lawyers and legal professionals is feeling ignored. Clients often send emails, texts, or porta...

Why empathy and responsiveness matter in law firm client communication

Clients Want to Feel Heard - One of the most common frustrations clients have with lawyers and legal professionals is feeling ignored. Clients often send emails, texts, or porta...

The Intelligence Pipeline: How AI Is Transforming Relationship Signals Into Revenue Opportunities

Across practices, offices, and partner relationships, firms operate with limited visibility into where meaningful connections exist and when those connections signal real business...

Affluent investors are satisfied clients, but also open to pitches

The latest Cerulli Associates study tracking investors' willingness to pay for financial advice offered a mix of potential challenges with new business opportunities.

Conn. Finance Firm, Ex-Adviser Settle Trade Secrets Claims

Connecticut financial firm Ridgeline Financial Partners LLC has settled a lawsuit accusing a former adviser of taking trade secrets and asking clients to join his own competing com...

401(k) convos give advisors inroads with next-gen clients

If wealth management clients have children who are recent college graduates, pointing them in the right direction on their first 401(k)s helps build strong connections with two gen...

Advisory Firms with Strong Adviser Retention Have Something in Common: They Make Compliance Easy

A.D. Banker connects the dots between CE infrastructure, financial adviser retention, and challenges with confidence facing RIA firms right now

How Can You Make Business Development a Natural Extension of Client Service?

Across firms, one pattern is unmistakable: the lawyers who excel at business development aren’t “doing BD” at all. They’re simply serving clients — but with a level of curiosity, f...

Intake for Law Firms in the U.S.: How Legal Teams Improve Client Onboarding and Case Conversion

When it comes to legal advice, courtroom representation, and contract drafting, law firms excel in doing these tasks. People and […] Magellan Solutions - Call Center | BPO | KPO |...

From scattered to streamlined: Rethinking client communication in professional services

Client communication rarely happens within standard business hours for professional services firms. Law firms often hear from prospective clients who reach out after hours for imme...

Two relationships that will define the next decade of client value

The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.

How I Made Partner: 'Prioritize Clear and Timely Communication,' Says Alan Shramuk of Marshall Gerstein

"First, focus on producing consistently strong work. That's non-negotiable. Second, prioritize clear and timely communication. Clients regularly comment on responsiveness, and it's...

Protecting Attorney-Client Privilege Inside of Your Organization

Attorney-client privilege in commercial real estate litigation or any legal context protects confidential communications between a client and their attorney. This is critical for p...

Focused on the Future: Building a Relationship-First Advisory Business with Dany Martin

WFA's Dany Martin describes what truly drives long-term growth in a financial advisory business.

Q4 offers AI-native CRM to transform the management of investor relationships

Tap into Q to automate logging meetings, generate insights instantly, and enable teams to interact conversationally with their CRM data

United States: Updated Qualified Client Standard

Appointment-Setting for Accountants: How U.S. Accounting Firms Fill Their Calendars with Qualified Clients

Accounting firms ensure business success by providing the best insights into cash flow management and profit optimization. Accounting firms analyze […] Magellan Solutions - Call Ce...

Why Most CRMs Don’t Work for RIAs

The CRMs at the core of most advisory firms’ tech stacks were built for an organization that looks nothing like the firms themselves.

B Corp™ and the client experience 

The post B Corp™ and the client experience  appeared first on LLP Site.

Client communication in 2026

client-communication-in-2026

Engagement Letters Describing a Client’s Obligations May Facilitate an Attorney’s Withdrawal From the Representation

Even in jurisdictions where they are not required by law or the ethics rules, engagement letters have become a key component in every law firm’s toolkit. They have also become incr...