This first part of a two-part series by Maggie Miller focuses on defining clients through two complementary lenses: Target ...

The client intake process for law firms is one of the most important systems in any legal practice. It determines how ...

As you well know, being a wealth management advisor is a demanding job. It involves far more than a knowledge of the markets and various investment products. You have to be good with clients — the ...

As a veterinary professional, maintaining a positive and professional relationship with clients is crucial. However, there are instances where it becomes necessary to end the VCPR. Whether due to ...

With the growing use of digital technology in practice, mental health professionals (MHPs) need to navigate the complexities of client privacy and technology when considering whether and how to gather ...

When I'm not writing about specialty medical marketing or recording episodes of the Ailm Practice Education Series, I like to explore ideas that spark personal and professional growth. These musings ...

Great results don’t always speak for themselves. In agency life, it’s often the conversations around the work – not just the work itself – that shape how clients perceive your value. Yet most teams ...

Maintaining strong relationships with clients is a cornerstone of success for financial advisors. Understanding how to keep in touch with clients effectively can enhance trust and foster long-term ...

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 ...

Running an advisory business today requires more than investment knowledge. Today’s investors expect a personalized client experience from their advisors. In a recent investor survey, 56% of ...

Debunking the myth of "the customer comes first." ...