The client intake process for law firms is one of the most important systems in any legal practice. It determines how ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. If you are a consultant ...

The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

Stop chasing clients. Attract them by becoming highly sought after. Key strategies include building a "lighthouse" with valuable content to create a waitlist, exuding confidence to attract, reversing ...

No two clients are the same when it comes to financial advising, but certain demographics can play a significant role in how investors view their relationships with financial advisors. Processing ...

The best time to address potential mental decline is well before it becomes an issue. Advisors should initiate an aging plan for clients in their 50s or early 60s. The idea is to start the ...