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 ...

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 ...

Join us for our upcoming webinar, “Strategies for ITC Success: Insights from the Client Perspective,” on Tuesday, June 4, 2024, from 1:00 PM – 2:00 PM (EDT). Director Uma Everett will be joined by ...

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 ...

Context: Markets have experienced volatility recently, and clients are concerned about their portfolios. I need to communicat ...

Tough conversations with clients are inevitable, but they don't necessarily have to damage your partnership. Handling these conversations with honesty, empathy and a solution-oriented mindset can help ...

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 ...