So you have the engagement and are busy drafting your client’s new estate-planning documents. The initial consultation went well, and you believe that you’ve laid the foundation for a successful ...

[Editor's note: Welcome to the ninth installment of "Money Talks." Each month, Terry Nicholson, president of AirTime 500, will be providing business management information, all with the aim of helping ...

The nature of wealth has dramatically transformed in the new millennium; new money that is being created is being spent and shared differently - and a mixture of old and new rules apply to the ...

It is a truth universally acknowledged, as Ms. Austen might say, that a law firm in possession of a digital marketing strategy must be in want of high-quality content. The benefits of creating content ...

Much has been written about creating a compelling client experience and its importance to firm growth. With that, consciously designed client experiences lead to much more than happier clients, client ...

Accounting firms are constantly looking for opportunities to fuel growth. One of the easiest ways to grow is leveraging your existing client base. But to get your current clients to engage your firm ...

In today’s rapidly evolving legal landscape, staying ahead of client expectations and industry trends is more critical than ever. A Client Advisory Board (CAB) offers law firms a powerful way to ...

A client advisory board is a powerful tool advisors can use to better understand their clients and receive feedback on how to be more attractive to their ideal client. In addition, client advisory ...

Your business wouldn’t exist without its clients and customers. That’s why it’s crucial for everyone involved in your business to understand your ideal audience. Keeping your customers in mind when ...

Opinions expressed by Entrepreneur contributors are their own. Experience is the best teacher … unless you’re willing to learn from others’ mistakes. Most of us learn by doing, but the lucky few can ...