The post Employee Was Given Unlimited Overtime To Create A Presentation For An Important Client, And He Absolutely Nailed The ...

When an RIA owner asks us to perform an Operational Diagnostic review of their business, they typically have two burning questions: Have we chosen the proper technology tools and organizational ...

What would they say? Hopefully the answer is yes. Check below for several ways to get that message across. 1. “I will handle your account personally.” I’ve often wondered how sole practitioners ...

The financial industry now sees the data produced in client interactions as an asset, instead of a by-product of their work. It’s a subtle shift in thinking, but an important one as advisors look for ...

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Have you ever had a project fall apart because of miscommunication? If you have, you know that it’s a disaster. You can lose a significant amount of invested resources. You may also be targeted by ...

The business side of lawyering is about revenue generation, getting paid for work done. It's also about finding and keeping loyal clients. According to Clio Legal Trends Report 2020 there are many ...

Is there anything more important than family? If you are like me, then the answer is absolutely not, and there isn’t anything we wouldn’t do for them. As a spouse or a parent, we work hard to provide ...

As a young lawyer, Charlie Munger came to an important realization: He was spending all of his time billing hours for clients, which prevented him from making progress on his own priorities. So what ...

Do you consider yourself to be a good colleague? If so, when was the last time you asked for feedback from your colleagues and, especially if you’re in a leadership position, from those for and to ...

Contrary to what one might read in this publication, as well as most others, clients are not cattle — they are not “owned.” If anyone owns anyone, clients own their financial adviser in that they ...