Think about the last time someone outside your family asked how your kids or grandkids were doing — and referenced them by name. How did that make you feel? Pretty good, right? Processing Content Next ...

Financial advisors have long struggled with a familiar problem: how to explain complex retirement rules in ways clients can actually understand. A new working paper suggests that pairing clear visual ...

Even the most effective outside ­counsel can have too narrow a vision of her relationship with a general counsel. The "standard vision" is ­focused on continued maintenance of the relationship ...

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 ...

As attorneys, we strive to master the facts and be creative with the law in order to help our clients prevail in their cases. But when our client comes from a different country or speaks only a ...

As someone who has had the honor of working with thousands of salespeople and entrepreneurs over the years, I’ve witnessed firsthand the transformative power of client-centered selling. It’s not just ...