A good client has realistic expectations. Legal cases often take months or even years. Courts are overloaded, opposing ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Customer relations are the foundation of any business. The more impact a client has on your ...

Forbes contributors publish independent expert analyses and insights. My writing showcases excellence in wealth management. Merrill Lynch senior financial advisor Liz Angelone likes to develop deep ...

Exec advances to new role, responsible for addressing client needs, ensuring customer satisfaction, and identifying opportunities from within for process improvement NCCI, a provider of Risk ...

In this age of instant communications and frenetic multitasking, financial advisors shouldn’t overlook an old-school respite from the daily grind: the client event. In fact, with spring in bloom, this ...

Headlines about market volatility, automation and shrinking budgets are everywhere. Clients aren’t abandoning professional services but scrutinizing every engagement for value. For example, corporate ...

The advisor-client relationship is critical to both parties’ financial success. Building these relationships is key, but understanding what breaks these relationships down is equally as important. In ...

Learn how financial advisors can manage client expectations, mitigate frustrations, and build trust through education, communication, and realistic goal setting.

How can I prompt clients to refer me to others? How can I prevent lost returns or market volatility from affecting my client relationships? How can I convince my client to follow my advice? Although ...

All “sexual relations” with clients are forbidden under Rule 1.8(j), unless a consensual relationship existed between the attorney and the client when the attorney-client relationship commenced.