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 ...

Advising clients who are entering the empty nest phase requires an approach that's both strategic and tactful. Clients may ...

Kent encourages advisors to help clients reduce concentrated positions and avoid large capital gains by using appreciated assets to fund charitable goals. After estimating the tax savings for one ...

As a veterinary professional, maintaining a positive and professional relationship with clients is crucial. However, there are instances where it becomes necessary to end the VCPR. Whether due to ...

What Issues Do Clients Bring to Advisors? What Issues Do Clients Bring to Advisors? What May Clients Not Think to Ask About? Tactics for Advisors to Use Better Manage Market Volatility No advisor ...

Discover techniques to improve your cold calling strategy and effectively engage clients, boosting your business acumen and building long-lasting relationships.