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 ...

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 ...

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 ...

In part one of this series, I looked at how the certified public accountant (CPA) talent shortage and adoption of artificial intelligence (AI) are changing the way accounting firms are staffed, ...

Mapping the client journey is an eye-opening exercise that highlights inefficiencies and bottlenecks in your firm’s processes. By dissecting each stage of the client’s experience, from initial contact ...

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

AI adoption is accelerating client expectations, and agents face new risks with data ownership and time loss from ...

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 ...

Ed Cofrancesco is a seasoned financial executive with extensive expertise in equity trading, consulting, and operational leadership. But it’s his experience of human behavior that gives him an extra ...

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 ...

The arrival of artificial intelligence promises game-changers in all industries. But what if the rise of AI created new ways to simplify things — as well as a whole new set of complex client ...

Many leadership teams encourage employees to be more consultative. But without structural support, that guidance can feel aspirational.