Formal Opinion 513 of the ABA Standing Committee on Ethics and Professional Responsibility addresses an issue that has vexed—and continues to vex—lawyers, regulators and legislators both in the United ...

Your book of business is like a bathtub. Water comes in from the facet and goes out via the drain. When considering your book of clients, new clients are added, directly or indirectly, but mostly from ...

Building, nurturing, and maintaining strong relationships with clients isn’t just a nice-to-have; it’s the foundation of long-term business success. Whether you're a freelancer, consultant, or part of ...

Attracting new clients is a challenge that every financial advisor faces at some point in their career. While traditional marketing methods still hold value, the industry's shift toward digital tools ...

Merrill Lynch Wealth Management added almost 4,800 net new clients in the third quarter, staying “relatively consistent” to previous periods and a satisfactory result “given the quieter summer months, ...

I was going on four professional coffee dates and averaging one new client a week, and it’s thanks to these four guiding principles. I developed the habit of reviewing four intentions, which we called ...

Acquiring new clients during an uncertain economic season can be challenging for B2B businesses. Despite a cautious market, B2B businesses can adopt targeted strategies to attract and retain customers ...

Fidelity is reinforcing its commitment to supporting growth-focused advisors with new additions to its custodial tech suite. On Monday, it announced the launch of Wealthscape Intelligence, a new ...

It’s every hard networking lawyer’s dream scenario—work just falls into your lap. Imagine this scenario: You're at a legal or industry conference. At the registration table a fellow attendee turns to ...

Midtown Jewelers has garnered positive client feedback for its jewelry repair services in recent months. Clients have shared experiences detailing quick and effective repairs on items such as gold ...