Often, there is a mismatch between how an advisor spends his or her time, and what drives ultimate success for the practice. By embracing technology and model portfolios, advisors can free up more ...

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. BY Leena Iyar Clients expect ...

As we enter into what most people consider a forever-hybrid environment with clients, it’s time to commit to a new set of service models. I say commit because we’ve arrived at a point where ...

Darren Root, chief strategist at Right Networks, offers a new framework for executing on your firm's business model — if you have one. Welcome to On the Air with Accounting Today, I'm editor-in-chief ...

According to a recent legal industry study, 1 85% of United States lawyers report that client satisfaction is critical to success, yet only 37% of those surveyed are formally measuring client ...

"McKay Law PLLC, East Texas's premier personal injury law firm, has been recognized as the region's top-rated legal practice based on exceptional client satisfaction scores and over 350 five-star ...

NEW YORK--(BUSINESS WIRE)--Liquidnet, the global institutional investment network, today announced the appointment of Anthony Victor as Senior Execution Consultant in the Americas. This senior hire ...

Always go the extra mile for your clients. It's easier than you think. The road is never crowded. When we know what our clients like and dislike, we can develop client intimacy. No personal detail is ...

Court King Injury Law has announced new operational updates designed to improve client communication, transparency, and accessibility across its primary legal practice areas. The changes are part of ...