Going through the justice system can be a stressful and singular experience for people, and at Price Benowitz LLP, that ...

It is well known that attorneys owe a duty of confidentiality to their current or former clients. But what about those prospective matters that never lead to a retention? A potential client may meet ...

Fact checked by Vikki Velasquez Key Takeaways Building trust and understanding during the first 30 days is crucial to ...

At the executive level, every decision carries downstream impact. Priorities are set, resources are allocated and direction is established for the entire organization. In that environment, ensuring ...

Eric Grau is President of Olberding Brand Family (OBF), a fourth-generation, family-owned company that brings out the best in brands. For maintaining a client-centric business approach, the time-worn ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

There's a version of financial planning that gets talked about a lot: the spreadsheets, the retirement projections, the tax strategies. What gets talked about far less is the other side of the first ...

Success for a financial advisor is dependent on attracting and retaining clients. The key is to create an incredible client service model to deliver an experience for clients that surpasses their ...