Top advisors are solving problems better, not just selling harder. Learn how captives deliver transparency, control, and stability.

Make a lasting impression on your prospective clients with our tips for a successful first meeting and ensure there’s always a second meeting.

Adopting a client-centric culture is one way for firms to stand out from the competition, but it takes a lot of effort to put the client at the firm's center. The right strategy and approach will ...

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

Today’s legal clients expect more transparency, responsiveness, and value at every stage of their journey. The firms that thrive are those that treat client experience as a measurable, strategic ...

According to our research, more firms have written succession plans than in years past, and importantly, more firms are focused on how thoughtful succession and continuity planning can serve as an ...

VALLEY FORGE, PA — Vanguard has launched its first client-facing Generative AI (GenAI) feature, designed to streamline and personalize communications between financial advisors and their clients. The ...

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 ...

Most client portal software tools pretend to be complete business systems until you're two months in and still using three ...