Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Accounting firms continue to feel the pinch of the Great Resignation. The dramatic disappearance of team members and the slow trickle of qualified candidates to replace them is a trend that continues ...

Troutman Pepper has launched an initiative aimed at connecting clients with firm resources to address client challenges. The firmwide initiative, which the firm calls Troutman Pepper Plus, uses client ...

Nearly 10 months after launching a program to enhance its relationships with clients, Cassels has seen positive feedback, improved client retention, and even something the firm wasn’t explicitly ...

Transaction-side training programs reinforce the importance of client and attorney engagement. Flexibility is an important component of training programs as well, with firms needing to adapt to ...

Whenever you use an ATM to check your balance or withdraw some money, you are actually participating in a client-server interaction with a computer on your bank's network. A client-server network ...

Word-of-mouth is one of the cheapest yet most effective methods of marketing, and it works for salons. Your current clients are your best referral source when they tell friends and family how pleased ...