Cost concerns are a top reason why some large law firms are seeing higher client attrition rates, according to a new report, ...

I recently quit my job of five years to pursue other opportunities. I won't dwell on my previous employer much, but I'll say that the environment was toxic, and I needed to get out of there. Since ...

Clients may come to coaching professionals for help in dealing with dashed dreams, business failures or crises of identity—all of which can result in a sense of grieving. Grief is a universal human ...

Work Product Considerations When Returning a Client File The bigger question can be what to do with work product inside the client file. These attorney-generated documents like notes or memoranda ...

My first business was a trucking company that was 100% client services-based. The business was location-dependent, and I needed employees to operate it. I didn’t understand subscription revenue models ...

As clients and lawyers increasingly turn to generative AI tools to enhance legal work, an important question arises: under what circumstances might the resulting materials remain protected, or lose ...

Learn how financial advisors can use AI prompts to turn client meeting notes into CRM-ready summaries, action plans, and ...

Not all clients are good for your business. Learn how to identify bad clients, minimize their impact and professionally fire them while protecting your team, finances and reputation. Bad clients can ...

Ad Age, reporting recently on agency new business trends for 2022, pointed out that, while there was an 11% increase in the number of global pitches, those pitches brought in 35% less revenue as ...

Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. It's safe to say AI is changing the wealth management industry. Advisors are ...