Opinion: Coordination with the marketing and business development departments early can help attorneys deliver a higher level ...

In the strongest client relationships, an outsider can't tell who’s the client and who’s the service provider. There’s no performative deference or careful choreography of presenting versus approving.

In a firm where client-centricity is everyone's job, clients don't just get great advice; they get it faster, with less friction, and in a form ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Christian Jacobsen “The ...

A disorganized onboarding process can undo months of relationship-building and undermine client confidence in your firm ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

When you consider the last five years in the financial planning industry, what are the big topics that come to mind? What about the last 10 years? For me, technology is at the top of the list. We’re ...

In this Investment News interview, three experienced advisors share how they are using AI to streamline preparation, scale service and enrich every client interaction. Hear practical examples of note ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Brian McHale In the ...

Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to what ...

New York native and nomad by choice—Emily is a marketing & PR pro, now the founder of the award-winning R Public Relations, New York. Remote work and communication have increased in recent years. The ...

Arkwright Consulting advises corporate leaders on strategic decisions, including growth strategy, M&A, and business transformation. It also supports financial investors with commercial M&A work, ...