An Accounting business based in Perth, Australia is taking on a lot of new Clients. That’s good… but they weren’t doing a great job of onboarding these new Clients. So they revisited and documented ...

4. The client will negatively impact their ability to market themselves, to build their authority, and to develop business + Learn more about the Law Firm Editorial Service at ...

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 ...

As a financial advisor, my responsibility to my clients goes beyond managing investments—it involves fostering understanding, building trust and making sure they feel confident in the strategies we ...

The pace of change across marketing thanks to AI is dizzying. Wendy Owen of Publicis Pro says that client services is acutely ...

One thing many advisors can’t help but notice is how bad many clients are at making decisions. This can be for any number of reasons: Maybe the client doesn’t care enough about the fine details of ...