"Clients likely never see our organizational charts or handbook, but they experience our bank’s culture every day." — Carolyne Pelton, regional chairman of Pinnacle Financial Partners.

The New Reality, for which law firms are scrambling to equip themselves, is that law firms no longer define their own service levels. Now it's the clients, and they have clear expectation parameters.

Setting client expectations is a key determinant of your success as an adviser. Most people walk through the door of your office with no real idea about what you do. They have the perception that an ...

At the ALA National Conference in Nashville, a timely panel brought together operational leaders to explore the evolving expectations of law firm clients. The session, titled “Evolving Client ...

Are your clients aware of how your relationship with them will work? Setting — and sometimes updating — client expectations is the best way to prevent future misunderstandings or disagreements. Steps ...

Fact checked by Vikki Velasquez Key Takeaways Building trust and understanding during the first 30 days is crucial to ...

Managing Partner at Fizen Technology, Legendary IT Support for Business To continue reading this content, please enable JavaScript in your browser settings and ...

In part one of this series, I looked at how the certified public accountant (CPA) talent shortage and adoption of artificial intelligence (AI) are changing the way accounting firms are staffed, ...

Mapping the client journey is an eye-opening exercise that highlights inefficiencies and bottlenecks in your firm’s processes. By dissecting each stage of the client’s experience, from initial contact ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

The registered investment advisor (RIA) industry is in the midst of a profound transformation. Over my 30+ years in wealth management, I’ve never seen change happen so quickly—or so systemically.

Preparing your client for mediation in advance of the actual mediation conference is crucial to ensure a smooth and productive process that will, hopefully, lead to a resolution of the disputed issues ...