Mapping the client journey is an eye-opening exercise that highlights inefficiencies and bottlenecks in your firm’s processes. By dissecting each stage of the client’s experience, from initial contact ...

The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.

When leaders think of how to improve their customer's experience, they often associate this practice with retail or technology services that are digital-first, transactional businesses. While the need ...

Dealing with tough clients is practically a rite of passage in freelancing, small business, or customer service. Complaints, impossible requests, and high-maintenance personalities can stretch ...

Attorney-client privilege is one of the most important protections in the legal system. Its powerful legal protection allows clients to speak freely and candidly with their attorneys without fear that ...

Originations are the life blood of every law firm. Rainmakers are, therefore, critical and having a large book of business makes attorneys much more marketable. But as the saying goes, too much of a ...

For over 15 years, I've heard therapists describe clients as resistant. I’ve heard it when a client doesn’t complete homework, avoids a topic, pushes back on a recommendation, cancels sessions, or ...

As a financial advisor, my responsibility to my clients goes beyond managing investments—it involves fostering understanding, building trust and making sure they feel confident in the strategies we ...

The desire to help may never be stronger than when a patient faces the upheaval of divorce. A client’s anxiety may naturally be high as they face so much change: When will they see their children?

Not all clients are good for your business. Learn how to identify bad clients, minimize their impact and professionally fire them while protecting your team, finances and reputation. Bad clients can ...