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 ...

I imagine all agency owners and leaders can agree that the more channels or services in a client engagement, the longer we retain that client on average. Of course, not all clients include different ...

Integrated IP, an Australia-based multidisciplinary intellectual property firm, was founded only four years ago but has already made waves in the market. The firm, which started life in Western ...

Most advisors in our profession genuinely enjoy helping their clients succeed. They understand the importance of adding value to the client relationship so that it’s beneficial for everyone. For some ...

In today’s fast-paced digital world — where emails and instant messages dominate — sending a handwritten note has become a rare and valuable gesture. Businesses often overlook this traditional form of ...

In the past, I’ve likened a client’s view of a financial advisor to watching a duck swim across a pond. To the observer, it looks like the duck is effortlessly gliding across the water, but beneath ...

New options add value to advisor relationships while saving clients fees. Want to add value to client relationships? Train them to make you their first stop when they're making a mortgage decision.

Practitioners analyse a survey on how law firms prove value to their clients and reflect on why the concept can be hard to pin down Data company UnitedLex released a survey on April 11 revealing how ...

Financial advisors' basic asset location services are "one of the most powerful, yet often underutilized" strategies in portfolio management, a new Morningstar study found. Processing Content And the ...

Financial advisors asked about the material value they could add to a client's wealth through their services can increasingly answer that question with specific figures. Processing Content An ...

To account for increased production costs, tariffs, inflation and more, many businesses have had to raise their prices. While this move helps alleviate the pressure businesses are feeling in an ...

Value adds transform products, making them unique and allowing higher pricing. A strong value add creates a competitive advantage and market differentiation. Investors should assess companies' value ...