Transaction-side training programs reinforce the importance of client and attorney engagement. Flexibility is an important component of training programs as well, with firms needing to adapt to ...

Government contracting is a world where integrity, accountability and compliance are table stakes with penalties being severe. So the significance of annual ethics and compliance training is widely ...

For years, financial advisory firms have relied on client advisory boards and annual surveys to gather feedback on how clients feel about working with their advisors and on the confidence in, or ...

When people seek out the services of a lawyer, they’re not usually in the best state of mind. They have an unpleasant problem to solve, and they likely have some preconceived notions about what it’s ...

CMO at Smith, Gambrell & Russell, LLP. She is passionate helping individuals develop their brand and implement marketing and BD strategy. Client engagement is critically important as companies find ...

As COVID-19 restrictions disappear, business development and client engagement require a new level of listening, creativity, agility and courage. As we approach the end of the federal fiscal year, it ...

Finding new clients can take up a significant amount of time and energy in your business. And once you get them, you have to keep them. That's where client engagement becomes paramount. Engagement is ...

Survey Methodology and Respondent Profiles Weighing Advisor and Client Perspectives on Value Alignment Client Education and Trust: Keys to Successful Onboarding Building Stronger Connections: The ...

If you utilize dialectical behavior therapy (DBT) in your clinical work, you already know that this modality can be extremely helpful to clients. In some cases, DBT literally saves lives. You may also ...

TORONTO--(BUSINESS WIRE)--Absolute Engagement, a firm transforming the way advisors engage with clients and prospects, has released the compelling results of its 2023 investor research survey, ...

TORONTO--(BUSINESS WIRE)--Absolute Engagement, a firm transforming the way advisors engage with clients and prospects, has launched the Absolute Engagement Engine, a quantum leap forward in empowering ...

TWO YEARS AGO, JENNIFER BLACK, a financial advisor in Mississauga, Ont., made an important decision. She concluded that it would be best for her practice to do more business with a smaller book: in ...