Discover the essential questions every financial advisor should ask clients to build trust, understand needs, and deliver ...

Industry Insights from Thomson Reuters Institute, a part of Thomson Reuters. By actively collecting client feedback, your law firm can establish a window to manage and improve client experience and ...

A successful estate plan will often require as its foundation a successful financial plan. For example, with longevity risk if the client does not address long term financial planning with an ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Katie Miller ...

With client service being top of mind for most law firms, it begs the question: how well do attorneys really understand their client relationships? Key relationship partners should have an in-depth ...

Interviews can be tough. No matter how much you prepare, you just can’t ever predict exactly what questions you’ll be asked. That’s why it’s always interesting to debrief with my clients after they ...