The Full Client Model is intentionally designed to address both opportunity and crisis, offering a structured approach to ...

Ideally, the attorney-client relationship begins once a signed written engagement agreement is in place, which clearly outlines the clients who will be represented and the agreed scope of legal ...

[Looking across the industry, there is a growing movement of advisors wanting to differentiate themselves by employing a more holistic private wealth or family office business structure that deeply ...

As COVID-19 restrictions disappear, business development and client engagement require a new level of listening, creativity, agility and courage. As we approach the end of the federal fiscal year, it ...

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 ...

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

Iron Noodle announces the expansion of its AI Concierge model, standardizing lead response, intake progression, and ...

TORONTO--(BUSINESS WIRE)--Absolute Engagement, a firm transforming the way advisors engage with clients and prospects, has launched the Absolute Engagement Engine, a quantum leap forward in empowering ...

Wipro rolls out a consulting-led, AI-powered operating model to deliver end-to-end enterprise transformation and faster ROI ...