If your business is looking to branch out into a new industry, it can be a challenge when the potential client or the industry as a whole has a complex business model, product or service you may not ...

Perhaps surprisingly, it’s rare in my line of work that the subject of firing a client comes up too often. In the real estate business, most leads or property owners tend to be highly valuable, ...

One of the great gifts you can give to your clients is helping them determine the right amount of life insurance. Most clients have a basic understanding of the purpose of life insurance. However, ...

How can I prompt clients to refer me to others? How can I prevent lost returns or market volatility from affecting my client relationships? How can I convince my client to follow my advice? Although ...

Financial advisors have long struggled with a familiar problem: how to explain complex retirement rules in ways clients can actually understand. A new working paper suggests that pairing clear visual ...

Whether it's a one-off exercise or a regular occurrence, seeking independent feedback from clients will help identify what they truly value, says Allan Carton The challenge of delivering better value ...

The most basic human drive is to avoid pain and seek pleasure. It is at our core and determines most of our behaviors. Processing Content Most people do not understand why they make the decisions they ...

Eventually, your clients will need to discuss how their assets will be divided and distributed when the grim reaper comes knocking. You could say that this is what makes the least pleasant among all ...

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 ...