Plotting each point of a client's interaction with your firm can help you improve the delivery of legal services and deepen key relationships, advises Adrienne Halladay Outside the legal industry, ...

In this Strategies LIVE! podcast, Amber Bollman, business development manager at Barnes & Thornburg, and Yolanda Cartusciello, partner at PP&C Consulting (formerly Bernero & Press), discuss how legal ...

Recently, at the Smokeball Spark 2023 conference, Talya Faigenbaum, director at Nest Legal, discussed how she uses human-centred design principles to build her firm. This content is available ...

Are your client relationships more like a rope or a string? To understand the comparison, first consider the definition. "A rope is a group of yarns, plies, or strands that are twisted or braided ...

Alex Ross is cofounder & COO at Hire Horatio CX. Horatio CX manages the CX & other customer needs for today's fastest-growing brands. When it comes to customer experience (CX), a term you often hear ...

This year’s LMA Annual Conference theme was “Stretch Beyond, Together.” The Solo/Small Team SIG presented a pre-conference program that certainly fit the theme. Firms of all sizes participated in this ...

What are the primary concerns of investors today and what type of support are they looking for from financial advisors? These are critical questions for advisors, and the answers can guide how they ...

LONDON--(BUSINESS WIRE)--Infiniti Research, a leading market intelligence solutions provider, has recently announced the completion of its latest success story on industry mapping analysis. This ...

As financial advisers, we often get so wrapped up in constructing and implementing structures to pass money on to the next generation that we forget about family dynamics and the generational patterns ...

The Insurance Distribution Directive (IDD) requires you to obtain specific information about your clients’ insurance demands and needs and to map these to products on offer. This means you have to ...