Client retention is one of the biggest drivers of advisors’ long-term success. Advisors seeking to build elegant, upmarket wealth management practices don’t just have to attract ideal high-net-worth ...

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

This first part of a two-part series by Maggie Miller focuses on defining clients through two complementary lenses: Target ...

When I'm not writing about specialty medical marketing or recording episodes of the Ailm Practice Education Series, I like to explore ideas that spark personal and professional growth. These musings ...

The rapid evolution of digital technologies has ushered in a new era for the legal profession—one characterized by both unprecedented promise and intricate new hazards. As practitioners and clients ...

In my years traveling the country to work on M&A transactions in the wealth management space, two things have remained reliably consistent: First, every time my 6'10" frame steps off an airplane, I ...

Stop chasing clients. Attract them by becoming highly sought after. Key strategies include building a "lighthouse" with valuable content to create a waitlist, exuding confidence to attract, reversing ...

Clarify boundaries and expectations early to prevent client stress, identify bad clients and ensure a smooth freelance experience. Effective onboarding and kickoff calls are critical to ensure against ...

Big Law firms are developing policies and training around generative AI usage. Most firms aren't using the technology on client information, but an increasing number of firms are using it for research ...

Small businesses often depend on one primary client for their primary source of income. Or at least they think they do. But the “biggest” client doesn’t always mean the “best” client. Here’s why. Your ...