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 ...
Ahead of Wealth Management EDGE, Ritik Malhotra speaks about the instant gratification fueled by technology. Instant gratification has become a hallmark of our fast-paced digital era, where tasks such ...
When leaders think of how to improve their customer's experience, they often associate this practice with retail or technology services that are digital-first, transactional businesses. While the need ...
Managing client expectations is an important but often underestimated skill that young lawyers need to develop. The ability to communicate clearly and effectively manage your client’s outlook will ...
Client retention is one of the biggest drivers of advisors’ long-term success. Advisors seeking to build elegant, upmarket wealth management practices don’t just have to attract ideal high-net-worth ...
Recruitment is an industry in constant motion. With shifting legislation, rising expectations, and relentless pressure, keeping up is no small task. We caught up with Kim De’ath, Director of Customer ...
Providing exceptional customer experiences can really set you apart from your competition. Today's consumer expects a personalized experience from the companies they choose to engage with. In fact, ...
The accounting profession has long been anchored in precision, compliance and historical reporting. But as AI-powered predictive tools become more accessible and embedded in firm workflows, client ...
Avoid overpromising. Trust is built by establishing realistic expectations and then overdelivering. Overdelivery doesn’t mean working for free or providing services at a significant loss. Small, ...
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