The New Reality, for which law firms are scrambling to equip themselves, is that law firms no longer define their own service levels. Now it's the clients, and they have clear expectation parameters.

Setting client expectations is a key determinant of your success as an adviser. Most people walk through the door of your office with no real idea about what you do. They have the perception that an ...

In part one of this series, I looked at how the certified public accountant (CPA) talent shortage and adoption of artificial intelligence (AI) are changing the way accounting firms are staffed, ...

Clients often come to an advisory firm with preconceived notions about what we do, who we are and how we can help them. Whether you’re meeting with a prospective client or continuing work with a ...

The registered investment advisor (RIA) industry is in the midst of a profound transformation. Over my 30+ years in wealth management, I’ve never seen change happen so quickly—or so systemically.

Buyers of legal services are now a highly sophisticated and connected community. What the clients now not only want but insist on, is operational efficiency, effectiveness and transparency. Arriving ...

Ahead of Wealth Management EDGE, Ritik Malhotra speaks about the instant gratification fueled by technology. Instant gratification has become a hallmark of our fast-paced digital era, where tasks such ...

Ed Cofrancesco is a seasoned financial executive with extensive expertise in equity trading, consulting, and operational leadership. But it’s his experience of human behavior that gives him an extra ...

The past year has been … well, interesting, to say the least. We’ve seen market volatility, moving interest rates, and a whole lot of uncertainty. So, how do we as financial advisors not just survive ...

In a crowded market, differentiation for asset management firms comes down to how clearly and credibly a firm communicates its value—not just what it delivers. There are thousands of asset management ...

Since optimizing websites requires time and money, the best way to convince your clients to prioritize SEO is to do an in-depth analysis and audit. There are at least three huge mutual benefits to ...