In the May issue of Financial Planning magazine, I discussed how client perceptions may have changed over the past three years. I use the term Client 2.0 to describe this more-cautious and aware buyer ...

How many times have you heard your clients mutter darkly about Social Security “going away”? Investor concerns about maximizing retirement income are healthy. They’re the biggest reason prospects seek ...

Any business that sells multiple types of products or services is challenged with how to cross-sell to existing customers. We recently received a question about cross-selling from the CEO of a ...

Having a productive conversation with clients or prospects can open the door to successful long-term relationships. “It will help you understand what clients are thinking and provide you with the ...

Opinions expressed by Entrepreneur contributors are their own. External communications can be tricky. There are a lot of moving parts, and you’re not always clued into everything going on with your ...

Strong relationships with clients are a main component of any agency’s success. However, there may come a time when a client no longer fits with your agency’s direction or end goals, and you realize ...

It’s a privilege to have a close family, but the presence of family members for conversations with counsel can waive privilege. Nowhere does this create more of a potential problem than in criminal ...

A Vancouver, Washington, resident who is in the country illegally claims his constitutional rights were violated by a U.S. Immigration and Customs Enforcement officer who eavesdropped on a ...

Your support goes further this holiday season. When you buy an annual membership or give a one-time contribution, we’ll give a membership to someone who can’t afford access. It’s a simple way for you ...