Ideally, the attorney-client relationship begins once a signed written engagement agreement is in place, which clearly outlines the clients who will be represented and the agreed scope of legal ...

According to a recent legal industry study, 1 85% of United States lawyers report that client satisfaction is critical to success, yet only 37% of those surveyed are formally measuring client ...

As COVID-19 restrictions disappear, business development and client engagement require a new level of listening, creativity, agility and courage. As we approach the end of the federal fiscal year, it ...

Society’s vast reliance on data and technology is shaping the way we live and do business every day. The COVID-19 pandemic has only accelerated progress and adoption of technologies for digital ...

For years, financial advisory firms have relied on client advisory boards and annual surveys to gather feedback on how clients feel about working with their advisors and on the confidence in, or ...

Finding new clients can take up a significant amount of time and energy in your business. And once you get them, you have to keep them. That's where client engagement becomes paramount. Engagement is ...

The path to growth for financial advisory firms is multifaceted. It requires a keen understanding of the shifting demographic landscape, a balanced focus on client acquisition and retention, and a ...

Most founders spend all their energy getting new clients. But keeping existing ones happy matters more. Your current customers are worth gold. One loyal client beats ten potential customers every time ...

Digital Hospitality is a new paradigm in client engagement that emphasises what can be done through next-generation digital tools to engage clients. These tools have been used for years, but have ...

Forbes contributors publish independent expert analyses and insights. Dr. Cheryl Robinson covers areas of leadership, pivoting and careers. When people think of pivoting, it is often limited to their ...

Survey Methodology and Respondent Profiles Weighing Advisor and Client Perspectives on Value Alignment Client Education and Trust: Keys to Successful Onboarding Building Stronger Connections: The ...