It is well known that attorneys owe a duty of confidentiality to their current or former clients. But what about those prospective matters that never lead to a retention? A potential client may meet ...

Has anyone asked you for a referral before? How did that make you feel? Referral is an industry term. It means “find me a future client.” Done the wrong way, it can make the other person feel awkward.

DALLAS, Jan. 13, 2026 (GLOBE NEWSWIRE) -- VRGL, a growth solution for wealth management firms, today announced a strategic relationship with Focus Financial Partners (“Focus”), an interdependent ...

Phoenix: "I think it's time that we focus on growing the practice" stated Mark. "We do a great job for our clients, we have good policies and procedures, and last year we focused on upgrading and ...

“We believe advisors need to become better communicators. By collaborating with forward-thinking, innovative partners like FMG, YCharts can expand its reach, empowering an extensive network of ...

Financial advisors are finding client growth and deeper relationships by meeting prospects through digital matchmaking applications reminiscent of online dating app profiles. Processing Content Client ...

My website encourages prospective clients to email me a brief description of their situation. I ask that they email rather than phone me to avoid my tendency to spend too much time with a prospective ...

The New York-based startup’s platform will plug into Osaic’s national network as firms lean harder on data and automation to ...