It is well known that attorneys owe a duty of confidentiality to their current or former clients. But what about those prospective matters that never lead to a retention? A potential client may meet ...

Obtaining new clientele is essential for most law firms. New clients ensure that the lights stay on and that legal staff have the work to remain profitable and generate income for the firm.

In describing how a financial advisor should approach a first meeting with a prospective client, RFG Advisory’s chief behavioral officer Brendan Frazier used an expression that should resonate with ...

My website encourages prospective clients to email me a brief description of their situation. I ask that they email rather than phone me to avoid my tendency to spend too much time with a prospective ...

401(k) marketers and advisers give tips on business development in an age of compressed fees, social media and busy schedules. Give in order to get. That’s the message for 401(k) plan advisers looking ...