Solo work is a small world. It’s important to leave a gig with professionalism. A few years ago, I ended a client ...

While preparing for an upcoming conference on client experience, I found myself reflecting on a simple but powerful idea: ...

Attorney-client privilege, the lawyer’s ethical duty of confidentiality and the U.S. Constitution’s right to the effective ...

In the strongest client relationships, an outsider can't tell who’s the client and who’s the service provider. There’s no performative deference or careful choreography of presenting versus approving.

SEO onboarding sets the tone for the client relationship. Learn what to establish early around goals, expectations, and responsibilities.

In a time when law firms are searching for sustainable ways to grow, it's time to reexamine whether your client relationship partners are truly set up to direct and lead—or merely expected to manage ...

The Relationship Clause: How to Draft, Build and Secure Unbreakable Client Relationships The modern attorney–client relationship contains an implicit clause: one that demands trust, relationship ...

When you consider the last five years in the financial planning industry, what are the big topics that come to mind? What about the last 10 years? For me, technology is at the top of the list. We’re ...

Capital Group is renowned for its emphasis on quality investment outcomes and client-centric strategies. Matt O’Connor, head of North America Client Group and chief executive officer of Capital Client ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

Artificial intelligence has become a fixture in the practices of many financial advisors. Yet despite the usefulness of the advancing technology, advisors are adamant the human connection remains at ...

That continuing responsibility can give a partnership value beyond the original project. For project-based providers, it also ...