Working with successful people in general, and family business owners in particular, often means working with highly controlling clients. It comes with the territory. High achievement often ...

Navigating the struggle of managing multiple client accounts without burning out is quite common with most entrepreneurs, especially service providers. We are often so occupied with attracting new ...

My father-in-law is a very successful attorney. One of his great sayings is: “I’m always looking at the clock, and they are looking at the calendar.” What that means is he has very different ...

Counsel at four US law firms say forming relationships, sending legal updates and demonstrating data have helped them snag a lot of work Subscribers of Managing IP and other private practice lawyers ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Clients may be surprised to find out that they have more in common financially with professional athletes than they thought. Many horror stories have been told about famous athletes that spend first ...

At a time when more Americans rely on Social Security than at any other time in the program’s 86-year history, political brinkmanship and alarmist headlines are undermining public faith in the ...