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 ...

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, ...

Preparing your client for mediation in advance of the actual mediation conference is crucial to ensure a smooth and productive process that will, hopefully, lead to a resolution of the disputed issues ...

At the ALA National Conference in Nashville, a timely panel brought together operational leaders to explore the evolving expectations of law firm clients. The session, titled “Evolving Client ...

In an era of rapid change and increasing client expectations, fostering authentic relationships and prioritizing effective communication are essential for sustainable growth. Lawyers who strive to ...

Editor's Note: Firefox users may have trouble opening this gallery. Please use another browser (Safari, Google Chrome, etc.) to view all of the slides. The advisors ...

The arrival of artificial intelligence promises game-changers in all industries. But what if the rise of AI created new ways to simplify things — as well as a whole new set of complex client ...

As we have traversed from Universal Google Analytics to Google Analytics 4, many of us have been painstakingly transitioning tracking metrics to adhere to our new way of data analysis. On the bright ...

Over at B2B Marketing, we believe that the key to proving marketing’s impact is to become the commercial marketer. One of the essential skills to becoming the commercial marketer is communication and ...

When your clients make your life miserable, you have to decide if it’s worth redirecting the relationship or just cutting ties and moving on. Not all clients are worth keeping. That said, to salvage a ...

Of the title sets in a medical marketing agency’s C-suite, chief client officer is one of the more recent additions. Most agencies have a client lead but it wasn’t until the past decade that it ...