Formal Opinion 513 of the ABA Standing Committee on Ethics and Professional Responsibility addresses an issue that has vexed—and continues to vex—lawyers, regulators and legislators both in the United ...

Creative Repute announces a new Client Pricing Portal designed to provide visibility into offerings, pricing, and engagement before the discovery conversations. This portal is designed to offer ...

Building, nurturing, and maintaining strong relationships with clients isn’t just a nice-to-have; it’s the foundation of long-term business success. Whether you're a freelancer, consultant, or part of ...

Your book of business is like a bathtub. Water comes in from the facet and goes out via the drain. When considering your book of clients, new clients are added, directly or indirectly, but mostly from ...

Merrill Lynch Wealth Management added almost 4,800 net new clients in the third quarter, staying “relatively consistent” to previous periods and a satisfactory result “given the quieter summer months, ...

Clients often come to coaching seeking help with difficult situations they are facing. Guiding a client through significant issues in their lives requires a coach to draw upon just the right methods, ...

Fidelity is reinforcing its commitment to supporting growth-focused advisors with new additions to its custodial tech suite. On Monday, it announced the launch of Wealthscape Intelligence, a new ...

Attracting new clients is a challenge that every financial advisor faces at some point in their career. While traditional marketing methods still hold value, the industry's shift toward digital tools ...

It’s every hard networking lawyer’s dream scenario—work just falls into your lap. Imagine this scenario: You're at a legal or industry conference. At the registration table a fellow attendee turns to ...

Midtown Jewelers has garnered positive client feedback for its jewelry repair services in recent months. Clients have shared experiences detailing quick and effective repairs on items such as gold ...