Over the last seven months, the needs of investors have intensified, and the engagement model between advisors and clients has completely changed. The need to deliver empathy in the last mile of ...

The importance of creating an exceptional client service model can't be underestimated. Attracting clients-and retaining their loyalty-begins and ends with delivering an experience that not only meets ...

For years, the financial advisory industry has been riding the wave of high client satisfaction metrics. And maybe it's caused some of us to get too complacent. From my vantage point, advisors are ...

Finding new clients can take up a significant amount of time and energy in your business. And once you get them, you have to keep them. That's where client engagement becomes paramount. Engagement is ...

Ideally, the attorney-client relationship begins once a signed written engagement agreement is in place, which clearly outlines the clients who will be represented and the agreed scope of legal ...