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 ...
2022 was a year of transition, with law firms and clients moving into a new post-pandemic phase while dealing with rising inflation and global uncertainty. Throughout this time, we have been working ...
If you were to ask a hundred people on the street what a financial advisor does, their answer would likely be something to the effect of “someone who manages or invests money.” While this answer would ...
Clients work with you because you are their trusted advisor. You bring value to the client-advisor relationship in myriad ways and, hopefully, you are fairly compensated for the work that you do on ...
As financial advisors, we're always trying to find new ways of adding value to our clients' lives. Recently I examined my technique for constructing investment portfolios to ensure I was adding the ...
Mike Santoro, president of Walker Sands: Internal misalignment on the ideal marketing programme makes it extremely challenging for us as agencies to develop an effective strategy. If the CEO wants to ...
Integrated IP, an Australia-based multidisciplinary intellectual property firm, was founded only four years ago but has already made waves in the market. The firm, which started life in Western ...
Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. At my current company, C1, we talk a lot about elevating connected human experiences, and ...
What clients value and what accountants believe they value are often worlds apart. In this impactful Day Two keynote, Joe Woodard challenges accountants to rethink their approach to value and ...
Opinions expressed by Entrepreneur contributors are their own. Social media is no longer solely about keeping in touch with family members and friends. Every online coach and business owner that you ...
Life is full of big decisions. When it comes to your financial future, it is best to have an expert who can offer the right guidance and advice to help you obtain your individual goals and meet your ...