When it comes to retaining clients, regular client communication can prove an asset. But communication without value for the client can be a hinderance rather than a help. What are best practices for ...

Over the years, research has consistently shown the value of communicating with clients. Not only does frequent communication help your clients get to know you better, but it can also result in ...

When people seek out the services of a lawyer, they’re not usually in the best state of mind. They have an unpleasant problem to solve, and they likely have some preconceived notions about what it’s ...

It’s a fascinating time to work in the investment industry. With expanding global markets and cutting-edge innovations in fields such as artificial intelligence and renewable energy, investment ...

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 an era of rapid change and increasing client expectations, fostering authentic relationships and prioritizing effective communication are essential for sustainable growth. Lawyers who strive to ...

Want to build stronger, more enduring client and customer relationships? Start by leading with the values that make people want to work with you, not just buy from you. The Fast Company Executive ...

The excitement (or hype, depending on whom you ask) over generative artificial intelligence shows no signs of abating soon—and neither do the related concerns of investors. Although generative AI’s ...

Every successful coaching relationship is built on a strong client-coach connection. In today’s digital age, how that connection is created and maintained can vary widely from practice to practice, ...