The financial advice industry is highly focused on client service. Ambitious advisors typically seek to provide an exceptional service experience right out of the gate to gain their new clients’ trust ...

Call me Captain Obvious, but understanding your clients is critical to building a successful practice. (Yes, I know … “Thank you, Captain Obvious!!”) Two powerful tools that help achieve this ...

This first part of a two-part series by Maggie Miller focuses on defining clients through two complementary lenses: Target Client Profiles and Client Segmentation. Law firms today operate in an ...

When I'm not writing about specialty medical marketing or recording episodes of the Ailm Practice Education Series, I like to explore ideas that spark personal and professional growth. These musings ...

With thoughtful strategies and a proactive mindset, young lawyers can guide their clients through the complexities of the legal process with clarity, transparency and professionalism. Managing client ...

Working with clients may not always be smooth sailing. The voyage may begin in calm seas, but a squall may disrupt your journey. Being alert and prepared to address unforeseen challenges can represent ...