Clarify boundaries and expectations early to prevent client stress, identify bad clients and ensure a smooth freelance ...

Creative business coach Sean Low offers a fresh perspective on why designers must assess each new project lead on its own ...

Advisor productivity—the revenue that a team produces for every lead advisor—is the most important concept that advisors need to remember as they strive to deliver more to their clients in an ...

True client-first leadership means understanding what clients perceive as valuable, both on a global and local scale, and leveraging your relationships, expertise and technology to prove that worth.

Contest judges liked the trusted contact idea. They named Angelone a Forbes | SHOOK Best Idea Winner at a recent conference.

Court King Injury Law has announced new operational updates designed to improve client communication, transparency, and accessibility across its primary legal practice areas. The changes are part of ...

With the growing use of digital technology in practice, mental health professionals (MHPs) need to navigate the complexities of client privacy and technology when considering whether and how to gather ...

Email, mobile texting, messaging and collaboration apps, videoconferencing and cloud-based document sharing have provided benefits such as streamlined communications and enhanced accessibility, while ...

This article examines the relationship between the attorney-client privilege and the duty to maintain confidentiality, including how the two concepts overlap and how they apply under different ...

In the past, I’ve likened a client’s view of a financial advisor to watching a duck swim across a pond. To the observer, it looks like the duck is effortlessly gliding across the water, but beneath ...

Accounting practice management solutions provider Karbon announced the launch of Karbon for Clients, an end-to-end solution that manages the entire client lifecycle from onboarding and delivery to ...