In today's fast-paced and dynamic business world, financial advisors and professionals constantly seek innovative ways to serve their clients better and maintain a competitive edge. A Behavioral ...

In part one of this series, I looked at how the certified public accountant (CPA) talent shortage and adoption of artificial intelligence (AI) are changing the way accounting firms are staffed, ...

At the ALA National Conference in Nashville, a timely panel brought together operational leaders to explore the evolving expectations of law firm clients. The session, titled “Evolving Client ...

Preparing your client for mediation in advance of the actual mediation conference is crucial to ensure a smooth and productive process that will, hopefully, lead to a resolution of the disputed issues ...

Mapping the client journey is an eye-opening exercise that highlights inefficiencies and bottlenecks in your firm’s processes. By dissecting each stage of the client’s experience, from initial contact ...

Ed Cofrancesco is a seasoned financial executive with extensive expertise in equity trading, consulting, and operational leadership. But it’s his experience of human behavior that gives him an extra ...

The arrival of artificial intelligence promises game-changers in all industries. But what if the rise of AI created new ways to simplify things — as well as a whole new set of complex client ...

In the rapidly evolving world of trust and wealth management, it's more important than ever to stay on top of the latest technological innovations. Clients expect a seamless, digital experience that ...

The accounting profession has long been anchored in precision, compliance and historical reporting. But as AI-powered predictive tools become more accessible and embedded in firm workflows, client ...

Customers rarely carry detailed expectations into an experience. What actually shapes satisfaction is the internal norm formed in seconds.

Investment banks are under increasing pressure to deliver faster, more personalized, and technologically advanced services as client expectations continue to rise, according to Olivier Garcia, Global ...

When your clients make your life miserable, you have to decide if it’s worth redirecting the relationship or just cutting ties and moving on. Not all clients are worth keeping. That said, to salvage a ...