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 ...

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...