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.

Client Relationships: Still a Contact Sport, AI or Not For the first time, regardless of firm size or existing relationships, AI can hand lawyers back the one resource business development has always ...

Attorney-client privilege, the lawyer’s ethical duty of confidentiality and the U.S. Constitution’s right to the effective ...

In a time when law firms are searching for sustainable ways to grow, it's time to reexamine whether your client relationship partners are truly set up to direct and lead—or merely expected to manage ...

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 ...

Capital Group is renowned for its emphasis on quality investment outcomes and client-centric strategies. Matt O’Connor, head of North America Client Group and chief executive officer of Capital Client ...

In today’s competitive legal market, one of the few ways to truly differentiate yourself from the competition is by delivering exceptional client service. But what defines exceptional client service?

When leaders think of how to improve their customer's experience, they often associate this practice with retail or technology services that are digital-first, transactional businesses. While the need ...

Investors’ expectations for financial advisors are evolving. Previously, clients mostly focused on the functional value that an advisor provided. But now, advisors are being pushed to deliver ...