Stop collecting LinkedIn connections like baseball cards. Turn them into paying clients by creating real value first. Here's ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. If you don’t know who you’re selling to, what’s the point? Success doesn’t stem from ...

In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...

September 16, 2022 - In a pitch to a prospective client, it is common to see the general counsel ask attorneys to provide information on three topics: approach for the matter, proposed budget, and the ...

What clients value and what accountants think they value are rarely the same thing, and Joe Woodard makes the case that it's accountants who need to change their ideas around value, not clients.

Firms today face mounting pressure to deliver more value, move faster, and maintain the standards clients expect—all while managing growing caseloads and operational complexity. In this webcast, ...

Today, 77% of plan sponsors work with some type of plan adviser, according to data from the 2023 PLANADVISER Adviser Value Survey. That compares to an average of 60.3% from that same survey done in ...

Wealth management services and products are commodities. But, that does not mean that all wealth managers are inherently fungible. Without question, some wealth managers are better than others. That ...

A wave of disruptive technology is reshaping the wealth management industry. New ESG screening tools, generative AI and conversational ChatGPT marketing have helped firms elevate their offerings, ...

So you have the engagement and are busy drafting your client’s new estate-planning documents. The initial consultation went well, and you believe that you’ve laid the foundation for a successful ...