We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...
In a time when law firms are searching for sustainable ways to grow, it's time to reexamine whether your client relationship partners are truly set up to direct and lead—or merely expected to manage ...
The artifacts of intentional culture guide our client relationships and are the foundation of building an ever-growing book of business—even in challenging times. The Fast Company Executive Board is a ...
A new school year is starting, and kids are going back to the basics—trading summer camps for classrooms, skateboards for school supplies and video games for textbooks. Like these returning ...
Remember when Zoom fatigue wasn’t even a thing? The pandemic changed how we work almost overnight. According to Statista, the remote worker rate jumped from 13% in 2020 to 27% just two years later.
Investors’ expectations for financial advisors are evolving. Previously, clients mostly focused on the functional value that an advisor provided. But now, advisors are being pushed to deliver ...
Artificial intelligence has become a fixture in the practices of many financial advisors. Yet despite the usefulness of the advancing technology, advisors are adamant the human connection remains at ...
New York native and nomad by choice—Emily is a marketing & PR pro, now the founder of the award-winning R Public Relations, New York. Remote work and communication have increased in recent years. The ...
As annuity sales continue to climb across the industry, new research suggests financial professionals are finding an added benefit in the products beyond income guarantees and downside protection: ...
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