Building, nurturing, and maintaining strong relationships with clients isn’t just a nice-to-have; it’s the foundation of long-term business success. Whether you're a freelancer, consultant, or part of ...

Formal Opinion 513 of the ABA Standing Committee on Ethics and Professional Responsibility addresses an issue that has vexed—and continues to vex—lawyers, regulators and legislators both in the United ...

Anyone who has raised grown children recognizes this shift instantly. Authority-based guidance gives way to dialogue. Advice becomes a conversation, not a directive. The advisor’s role evolves from ...

Your book of business is like a bathtub. Water comes in from the facet and goes out via the drain. When considering your book of clients, new clients are added, directly or indirectly, but mostly from ...

When a new client signs on, most agencies will rush to learn as much as possible—about the brand, its market, its goals and the people behind it. However, the smartest agencies don’t build strategies ...

I was going on four professional coffee dates and averaging one new client a week, and it’s thanks to these four guiding principles. I developed the habit of reviewing four intentions, which we called ...

Growing a successful advisory business starts with one essential strategy: meeting new people and turning them into clients. It’s that simple. In my role as Commonwealth’s chief advisor growth officer ...

It’s every hard networking lawyer’s dream scenario—work just falls into your lap. Imagine this scenario: You're at a legal or industry conference. At the registration table a fellow attendee turns to ...

Financial advisors have a big hurdle when it comes to finding new clients: Cold outreach rarely works. Often, the only way to find a good prospect is to tap your network for warm intros, or trawl ...

Fidelity is reinforcing its commitment to supporting growth-focused advisors with new additions to its custodial tech suite. On Monday, it announced the launch of Wealthscape Intelligence, a new ...

Midtown Jewelers has garnered positive client feedback for its jewelry repair services in recent months. Clients have shared experiences detailing quick and effective repairs on items such as gold ...