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 ...

BOSTON & TOPEKA, Kan.--(BUSINESS WIRE)--To accelerate organic growth and create hyper-relevant engagement with prospective new clients, Advisors Excel, an industry-leading financial services company, ...

Choosing a coach is a significant decision that requires clarity, trust and a sense of alignment. Prospective clients look beyond credentials to understand how a potential coach thinks, communicates ...

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 ...

Marketers sometimes encounter prospective clients whose needs and goals don’t align well with their agency’s core values or areas of expertise. To ensure agency-client relationships are mutually ...

There's a version of financial planning that gets talked about a lot: the spreadsheets, the retirement projections, the tax strategies. What gets talked about far less is the other side of the first ...

Law firms should use educational email campaigns to nurture “tire kickers,” a.k.a. prospective clients, to convert them into clients. Some lawyers get frustrated by “tire kickers,” a.k.a. prospective ...

...AI is a powerful accelerator but it is not a closer. Artificial intelligence has dominated the conversations I am having with service professionals who are looking to strengthen their practices.

All accountants basically compete with all other accountants, yet we all do pretty well. Part of the reason is that we do a reasonably good job of applying our knowledge and experience to provide ...

Landing the perfect client can feel like finding a needle in a haystack. And while not all are “perfect,” most business owners can settle for good customers. But to build a client base of people who ...