Difficult conversations about performance should not be the norm for any business, but sometimes they are unavoidable. Here’s how to navigate them successfully. Tackling difficult conversations with ...

A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, and build trust from the start.

Approach a negotiation as a problem-solving exercise, rather than a combative discussion. Negotiating contracts and terms with clients is a critical aspect of any business engagement. Whether you're a ...

Dealing with tough clients is practically a rite of passage in freelancing, small business, or customer service. Complaints, impossible requests, and high-maintenance personalities can stretch ...

Financial advisors can use this structured AI prompt to help identify potential compliance concerns in draft client communications before internal review.

The onboarding period after winning a new client is critical to the relationship. Learn how using tech can streamline the ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

Scott Weingaertner and Stefan Mentzer join Greenberg Traurig from Goodwin Procter. The pair began working together nearly 25 ...

Not all clients are good for your business. Learn how to identify bad clients, minimize their impact and professionally fire them while protecting your team, finances and reputation. Bad clients can ...

Boost client retention and get better SEO results while avoiding roadblocks and frustrations by asking the right questions at the outset. Over the last 20 years of speaking to clients, I’ve developed ...