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 ...

In today’s competitive legal market, client engagement is not just a buzzword—it’s a necessity. Law firms that prioritize and excel in client engagement are more likely to foster lasting relationships ...

Managing investments can become a large part of a day’s work. Between meetings, marketing and figuring out best-in-class asset allocations, advisors can be hard-pressed to deal with the rest of their ...

When it comes to client relationships, a one-size-fits-all approach falls short. In my experience, treating all clients uniformly is an ineffective practice that can hamper resource allocation and ...

The brief landed in my inbox with all the usual components—objectives, timelines, deliverables and a healthy budget. By all standard measures, it was a straightforward assignment. Yet, something felt ...

With the growing use of digital technology in practice, mental health professionals (MHPs) need to navigate the complexities of client privacy and technology when considering whether and how to gather ...

Carl Rogers is known for developing client-centered therapy, the essence of which can be summed up in the idea that it is the client and not the therapist who knows best and what directions to go in.

A client walks into your office. They’ve lost a spouse. Or a job. Or they’ve just received an inheritance they never expected. They aren’t looking for a spreadsheet. They’re looking for someone who ...

Maintaining strong relationships with clients is a cornerstone of success for financial advisors. Understanding how to keep in touch with clients effectively can enhance trust and foster long-term ...