The key is creating a strategic feedback loop so you know what your clients are thinking. Editor's Note: This is the second article in a three-part series. While many advisors have refined the ...

In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...

In my opinion, it would be difficult to find a business leader who doesn’t at least give lip service to focus on the customer. In reality, their operational frameworks might be bursting with systems ...

Firms today face mounting pressure to deliver more value, move faster, and maintain the standards clients expect—all while managing growing caseloads and operational complexity. In this webcast, ...

A wave of disruptive technology is reshaping the wealth management industry. New ESG screening tools, generative AI and conversational ChatGPT marketing have helped firms elevate their offerings, ...

As a coach, your ability to help executive clients uncover their core strengths and unique value propositions is crucial to their success—and yours. This work requires insight, subtlety and a deep ...

Today, 77% of plan sponsors work with some type of plan adviser, according to data from the 2023 PLANADVISER Adviser Value Survey. That compares to an average of 60.3% from that same survey done in ...

A recent study by Austin, Texas-based lead generation service Wealthtender confirmed what many advisors probably already instinctively understand: clients value the personal relationships with their ...

For the vast majority of advisory firms, strong organic growth is a top priority, but how do you ensure that your firm has a singular vision when it comes to attracting ideal clients and their assets?

Practitioners analyse a survey on how law firms prove value to their clients and reflect on why the concept can be hard to pin down Data company UnitedLex released a survey on April 11 revealing how ...

Fulfilling rising client expectations not only requires an attorney's patent prosecution acumen, but also increasingly an understanding of the client's business model. More and more CEOs understand ...