Clients work with you because you are their trusted advisor. You bring value to the client-advisor relationship in myriad ways and, hopefully, you are fairly compensated for the work that you do on ...

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 ...

If you were to ask a hundred people on the street what a financial advisor does, their answer would likely be something to the effect of “someone who manages or invests money.” While this answer would ...

2022 was a year of transition, with law firms and clients moving into a new post-pandemic phase while dealing with rising inflation and global uncertainty. Throughout this time, we have been working ...

As a coach, your ability to help executive clients uncover their core strengths and unique value propositions is crucial to their success—and yours. This work requires insight, subtlety and a deep ...

To retain customers long term, businesses must Identify ways to add additional value to current business offerings.

As financial advisors, we're always trying to find new ways of adding value to our clients' lives. Recently I examined my technique for constructing investment portfolios to ensure I was adding the ...

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 ...

Mike Santoro, president of Walker Sands: Internal misalignment on the ideal marketing programme makes it extremely challenging for us as agencies to develop an effective strategy. If the CEO wants to ...

Your advisor clients may have to deal with nervous clients every day – investors who may be worried about the volatility in markets, and likely expecting the ride to get bumpier. Advisors could be ...

You can’t pick up (or click on) an issue of InvestmentNews without seeing a headline announcing another advisory firm merger or sale. The pandemic has put things into perspective for our industry.

Agencies often see each other as competitors, but what happens when the real competition becomes the very tools powering their work? The uptake in AI is gaining rapid momentum as 64% of marketers use ...