The client intake process for law firms is one of the most important systems in any legal practice. It determines how ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

The best time to address potential mental decline is well before it becomes an issue. Advisors should initiate an aging plan for clients in their 50s or early 60s. The idea is to start the ...

Stop chasing clients. Attract them by becoming highly sought after. Key strategies include building a "lighthouse" with valuable content to create a waitlist, exuding confidence to attract, reversing ...

At any given time, I’m juggling multiple clients. That means I’m juggling context for multiple projects, background information on various companies, and a lot of deadlines. Some of my clients give me ...

Financial advisors continue to face challenges in attracting new clients, even as satisfaction levels among existing clients remain high, according to a new report from Cerulli. In its latest US ...

In volatile times like these, public confidence in financial advice can become strained. Yet for savvy advisors, it can actually be a golden opportunity for solidifying client trust and winning new ...

As mental health professionals (MHPs), our ethical codes suggest that we should prioritize our client’s welfare (ACA, 2014, s.A.1.a; NASW, 2021, s.1.01; APA, 2016, Principle B). The ethical principle ...