Fact checked by Vikki Velasquez Key Takeaways Building trust and understanding during the first 30 days is crucial to ...

It is well known that attorneys owe a duty of confidentiality to their current or former clients. But what about those prospective matters that never lead to a retention? A potential client may meet ...

A disorganized onboarding process can undo months of relationship-building and undermine client confidence in your firm ...

Prospecting is the lifeblood of any business. When I ask sales reps what they get paid to do, I rarely hear, “to prospect.” Yet you can have the best product, price and presentation — and be the best ...

...AI is a powerful accelerator but it is not a closer. Artificial intelligence has dominated the conversations I am having with service professionals who are looking to strengthen their practices.

Choosing a coach is a significant decision that requires clarity, trust and a sense of alignment. Prospective clients look beyond credentials to understand how a potential coach thinks, communicates ...

“We believe advisors need to become better communicators. By collaborating with forward-thinking, innovative partners like FMG, YCharts can expand its reach, empowering an extensive network of ...

In financial services, it's all about the clients. What your clients need, what they want, where they are, where they're ...

My website encourages prospective clients to email me a brief description of their situation. I ask that they email rather than phone me to avoid my tendency to spend too much time with a prospective ...