We often speak about the competitive landscape as a positive providing maximum choice and optionality for advisors. But that also means maximum competition—and a much bigger stable of choice for ...

Shared Services sustainable success hinges on satisfied clients. But this involves more than putting your staff through client service training and asking them to “play nice”. The solution is to ...

The kind of customer service, or "client service," if you prefer, required for high net worth individuals (HNWIs) is broadly similar to what's required to provide customer service and support to the ...

Much has been written recently about the importance of business development and client service training for lawyers. But while lawyers are increasingly expected to take responsibility for bringing new ...

The importance of creating an exceptional client service model can't be underestimated. Attracting clients-and retaining their loyalty-begins and ends with delivering an experience that not only meets ...

If we live in a service economy, where’s the service? That question is asked hundreds of thousands of times a day by disgruntled customers, right here in the good old U.S. of A. Are they asking it of ...

Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and the public. Mark is an expert in investing, economics, and market news. Ryan ...

September 08, 2025 - There's little debate that AI is saving time spent on routine legal tasks — a lot of it. One study notes results from pilot projects show associate time spent on a complaint ...