2022 was a year of transition, with law firms and clients moving into a new post-pandemic phase while dealing with rising inflation and global uncertainty. Throughout this time, we have been working ...

Getting referrals from centers of influence is the most effective way for wealth managers to grow their practices with wealthier clients. Trusts and estates (T&E) attorneys are recognized as excellent ...

I imagine all agency owners and leaders can agree that the more channels or services in a client engagement, the longer we retain that client on average. Of course, not all clients include different ...

Most advisors in our profession genuinely enjoy helping their clients succeed. They understand the importance of adding value to the client relationship so that it’s beneficial for everyone. For some ...

Mike Santoro, president of Walker Sands: Internal misalignment on the ideal marketing programme makes it extremely challenging for us as agencies to develop an effective strategy. If the CEO wants to ...

Adding Value for Clients With Private Investments “Anyone can go out and pick an S&P 500 index fund,” says Frank McKiernan, co-founder of Third View Private Wealth. “But what are you doing in the ...