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 ...

Choosing a coach is a significant decision that requires clarity, trust and a sense of alignment. Prospective clients look beyond credentials to understand how a potential coach thinks, communicates ...

Eric Grau is President of Olberding Brand Family (OBF), a fourth-generation, family-owned company that brings out the best in brands. For maintaining a client-centric business approach, the time-worn ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

Success for a financial advisor is dependent on attracting and retaining clients. The key is to create an incredible client service model to deliver an experience for clients that surpasses their ...

Building trust and understanding during the first 30 days is crucial to converting prospective clients into long-term relationships. Consistent communication, clear expectations, and small, meaningful ...

It happens more often than you might expect in established high-net-worth (HNW) advisory practices. The client has not been ...

No advisor wants market volatility, but every advisor knows it’s inevitable. Because of this, it’s paramount for advisors to be prepared to help their clients successfully navigate challenging market ...