Setting client expectations is a key determinant of your success as an adviser. Most people walk through the door of your office with no real idea about what you do. They have the perception that an ...

At the ALA National Conference in Nashville, a timely panel brought together operational leaders to explore the evolving expectations of law firm clients. The session, titled “Evolving Client ...

Managing Partner at Fizen Technology, Legendary IT Support for Business To continue reading this content, please enable JavaScript in your browser settings and ...

Are your clients aware of how your relationship with them will work? Setting — and sometimes updating — client expectations is the best way to prevent future misunderstandings or disagreements. Steps ...

Clients often come to an advisory firm with preconceived notions about what we do, who we are and how we can help them. Whether you’re meeting with a prospective client or continuing work with a ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Mapping the client journey is an eye-opening exercise that highlights inefficiencies and bottlenecks in your firm’s processes. By dissecting each stage of the client’s experience, from initial contact ...

In part one of this series, I looked at how the certified public accountant (CPA) talent shortage and adoption of artificial intelligence (AI) are changing the way accounting firms are staffed, ...

Preparing your client for mediation in advance of the actual mediation conference is crucial to ensure a smooth and productive process that will, hopefully, lead to a resolution of the disputed issues ...

Ahead of Wealth Management EDGE, Ritik Malhotra speaks about the instant gratification fueled by technology. Instant gratification has become a hallmark of our fast-paced digital era, where tasks such ...

SALT LAKE CITY--(BUSINESS WIRE)--Suralink, the leading client collaboration platform for accountants, today released its Inside the Client Experience report, an industry study examining how clients ...

There are at least three huge mutual benefits to performing a comprehensive data-driven SEO analysis of a new client’s website. First, your digital agency shows off its personalized, professional ...