The definition of your client facing team has evolved over the years. For a long time, the sales rep was the only face the customer knew. Over time, and in more progressive businesses, the customer ...

Is it time to re-think the structure of your sales and client-facing teams? If you’re getting all the business you need, and your plant is consistently on full, I’m not sure I’d change anything.

For firms looking to put recent graduates to work drafting financial plans, would-be advisors say that’s not what they want. Instead, they desire positions with a first-hand view ofhow financial ...

Demands from clients are challenging law firms to stay competitive by introducing new tech tools that improve legal services offerings. At the same time, shrinking budgets are forcing law firms to ...

Like many investors, your clients may have concerns about the current economic landscape. Persistent inflation has been frustrating, and higher interest rates have increased the cost of borrowing.

More than ever, advisors need to seek out innovative solutions to the problems that plague the broader markets and find new ways to connect to their clients. A recent Ycharts survey showed that a ...

LOS ANGELES, CA, UNITED STATES, February 4, 2026 /EINPresswire.com/ — Trailmate, a legal technology startup founded by a practicing attorney, announces the official ...

Current marketing literature says that clients are in some ways more dependent on their lawyer advisors, but at the same time, more demanding about client service. When COVID-19 entered our world last ...

A great deal of time and energy is being put into figuring out the most effective way to leverage generative large language models in support of advisors and their firms. Processing Content And for ...

“Commitment to help.” This is, according to BTI Consulting CEO Michael Rynowecer, one of the top attributes that buyers demand from their law firms. That’s old news; here’s the new news: More and more ...

JPMorgan is clamping down on hires of new employees who don’t get the COVID vaccine, even as it imposes limits on business travel for unvaccinated workers and forces them to share the costs of testing ...