Instead of adding more content, add accountability. Community challenges, check-ins, or progress nudges create commitment ...

2022 was a year of transition, with law firms and clients moving into a new post-pandemic phase while dealing with rising inflation and global uncertainty. Throughout this time, we have been working ...

Integrated IP, an Australia-based multidisciplinary intellectual property firm, was founded only four years ago but has already made waves in the market. The firm, which started life in Western ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

I imagine all agency owners and leaders can agree that the more channels or services in a client engagement, the longer we retain that client on average. Of course, not all clients include different ...

Most advisors in our profession genuinely enjoy helping their clients succeed. They understand the importance of adding value to the client relationship so that it’s beneficial for everyone. For some ...

The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

Mike Santoro, president of Walker Sands: Internal misalignment on the ideal marketing programme makes it extremely challenging for us as agencies to develop an effective strategy. If the CEO wants to ...

Ken Van Leeuwen, CFP, CEO, founded Van Leeuwen & Company in 1997 and is responsible for the firm’s overall strategic direction with expertise in areas including equity stock compensation, restricted ...