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Clients work with you because you are their trusted advisor. You bring value to the client-advisor relationship in myriad ways and, hopefully, you are fairly compensated for the work that you do on ...

2022 was a year of transition, with law firms and clients moving into a new post-pandemic phase while dealing with rising inflation and global uncertainty. Throughout this time, we have been working ...

As a coach, your ability to help executive clients uncover their core strengths and unique value propositions is crucial to their success—and yours. This work requires insight, subtlety and a deep ...

I imagine all agency owners and leaders can agree that the more channels or services in a client engagement, the longer we retain that client on average. Of course, not all clients include different ...

As financial advisors, we're always trying to find new ways of adding value to our clients' lives. Recently I examined my technique for constructing investment portfolios to ensure I was adding the ...

September 16, 2022 - In a pitch to a prospective client, it is common to see the general counsel ask attorneys to provide information on three topics: approach for the matter, proposed budget, and the ...

Practitioners analyse a survey on how law firms prove value to their clients and reflect on why the concept can be hard to pin down Data company UnitedLex released a survey on April 11 revealing how ...

After a busy season like we just had, the last thing I want to do is put more on your plate. But your clients’ lives never stop changing. Their challenges never stop changing. They want to hear from ...

Mike Santoro, president of Walker Sands: Internal misalignment on the ideal marketing programme makes it extremely challenging for us as agencies to develop an effective strategy. If the CEO wants to ...

Why do investors pay advisors? According to our recent research, investors value advisors who provide advice they can rely on, offer goals-based planning, help them stay on track, and (to a certain ...

For many families, saving for college has become nearly as challenging as funding retirement. Sticker prices are steep at many public and private universities, but they don't always reflect a family's ...