If your business is looking to branch out into a new industry, it can be a challenge when the potential client or the industry as a whole has a complex business model, product or service you may not ...

Understanding the nuances and misconceptions around forgiveness can help you guide clients in the process, if that's where ...

Perhaps surprisingly, it’s rare in my line of work that the subject of firing a client comes up too often. In the real estate business, most leads or property owners tend to be highly valuable, ...

Empathy and emotional intelligence are more than just buzzwords; they are essential skills for legal professionals. Clients seek lawyers who can understand their emotional and practical concerns and ...

One of the great gifts you can give to your clients is helping them determine the right amount of life insurance. Most clients have a basic understanding of the purpose of life insurance. However, ...

Working with successful people in general, and family business owners in particular, often means working with highly controlling clients. It comes with the territory. High achievement often ...

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 ...

Attorney-client privilege. Most people have heard of it, and most have a general idea it means. But what, exactly, is attorney-client privilege? What's its purpose? What does it cover? When does it ...

In my years traveling the country to work on M&A transactions in the wealth management space, two things have remained reliably consistent: First, every time my 6'10" frame steps off an airplane, I ...

To this day when I think back on it, I am floored: When Apple released the first iPhone 14 years ago, there was no manual in the box. Today, we don’t think twice about unboxing any smartphone and ...