Avi co-chairs our Trust & Estates Practice Group, nationally ranked Tier 1 by U.S. News and World Report, and chairs our Tax Exempt Organizations Practice Group. He is also a partner in the firm’s ...

As a financial advisor engaging new business, you've already done the heavy lifting: You successfully converted a prospect to a paying client. Now it's time to make good on your promises of ...

Do you still get nervous about client meetings? It happens to the best of us. Every meeting is different, and you can never be entirely sure what the end result will be. But, of course, you would be a ...

I was going on four professional coffee dates and averaging one new client a week, and it’s thanks to these four guiding principles. I developed the habit of reviewing four intentions, which we called ...

It’s not enough to describe your practice to a new client. You have to show this person how you work, says Duncan MacPherson, co-CEO and co-founder of Pareto Systems Inc. in Kelowna, B.C.

Learn four LinkedIn methods for financial advisors to connect with clients and boost networking, improving client relationships and prospect engagement.

The IRC in Denver recently established a Client Advisory Committee at the local level. This new initiative, led by IRC in Denver’s Racial Equity Collective (REC), has the goal to form two local ...

How do you shepherd a client from initial contact to signed contract? We asked seven designers about the journey to the dotted line—including the age-old debate of whether to charge for the first ...

Build smarter WordPress sites with a planning checklist that cuts time and sets expectations right from the first client meeting. The most exciting moment of your new WordPress project is right at the ...

The Busan Regional Bar Association (Busan Bar Association) filed a lawsuit against the state, arguing that the right to meet with detained clients is not sufficiently guaranteed. This is the first ...