In a recent LinkedIn poll by chartered financial analyst Sara Grillo, 39% of 221 respondents felt the best time for clients to bring in documents is after the first meeting with a financial advisor.

There’s a transformative shift underway in financial services—one that’s hiding in plain sight, buried in your enterprise and client documents. For decades, documents have been viewed as a burdensome ...

The traditional model of legal practice often left clients in the dark-waiting for phone call updates, unsure of next steps, ...