A good client has realistic expectations. Legal cases often take months or even years. Courts are overloaded, opposing ...

The therapeutic relationship between a therapist and client develops over time and is built on trust. The client must trust the therapist enough to be honest about what they are thinking and feeling, ...

I’m always surprised when I talk to a real estate agent or broker who doesn’t have a rock-solid property manager in their back pocket to refer clients to. An agent or broker’s success often hinges not ...

Many entrepreneurs often tend to overlook the benefits of tapping into their existing customer base. Continually seeking out new clients on a continuous basis does contribute to business growth, but ...

In a time when law firms are searching for sustainable ways to grow, it's time to reexamine whether your client relationship partners are truly set up to direct and lead—or merely expected to manage ...

As more automation becomes the norm, you can distinguish yourself as a financial professional by using technology wisely and ...

Business Journals Leadership Trust is an invite-only network of influential business leaders, executives and entrepreneurs in your community. To continue reading this ...

Greensboro: “What strategies do you have for engaging the children of my clients?” asked Susan on a recent conference call. She continued with, “They’re getting older and many of them would make good ...

When you consider the last five years in the financial planning industry, what are the big topics that come to mind? What about the last 10 years? For me, technology is at the top of the list. We’re ...

No matter how well-crafted a client’s financial plan may be, there are some things that can’t be controlled—most notably, returns. This lack of control around returns may be troubling, given how ...