Six words that impress clients
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how asking your clients for advice can enhance their impression of you.
- By: Dan Richards
- September 14, 2015 October 30, 2019
- 05:30
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how asking your clients for advice can enhance their impression of you.
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Firms should focus on retention as well as recruitment
Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?
CSA research details the evolution of fund costs in the face of transparency reforms
Lawyers for firm's founder seek adjournment amid unpaid legal bills
Use these tips to build an approach that engages clients and inspires referrals
Prescribed rate to dip as inflation eases