In today's fast-paced and dynamic business world, financial advisors and professionals constantly seek innovative ways to serve their clients better and maintain a competitive edge. A Behavioral ...

Clients often come to an advisory firm with preconceived notions about what we do, who we are and how we can help them. Whether you’re meeting with a prospective client or continuing work with a ...

Managing client expectations is an important but often underestimated skill that young lawyers need to develop. The ability to communicate clearly and effectively manage your client’s outlook will ...

Along with strong privacy protections, community-driven communication and values-aligned brand relationships, most consumers today expect personalized interactions.

Managing Partner at Fizen Technology, Legendary IT Support for Business To continue reading this content, please enable JavaScript in your browser settings and ...

Ed Cofrancesco is a seasoned financial executive with extensive expertise in equity trading, consulting, and operational leadership. But it’s his experience of human behavior that gives him an extra ...

No matter what area of law one practices, managing client expectations is absolutely essential for a harmonious and fruitful attorney-client relationship. William Shakespeare said expectation is the ...

In part one of this series, I looked at how the certified public accountant (CPA) talent shortage and adoption of artificial intelligence (AI) are changing the way accounting firms are staffed, ...

Are your clients aware of how your relationship with them will work? Setting — and sometimes updating — client expectations is the best way to prevent future misunderstandings or disagreements. Steps ...