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 ...

Clients often come to an advisory firm with preconceived notions about what we do, who we are and how we can help them. Whether you’re meeting with a prospective client or continuing work with a ...

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 ...

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 ...

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, ...

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 ...

Are your clients aware of how your relationship with them will work? Setting — and sometimes updating — client expectations is the best way to prevent future misunderstandings or disagreements. Steps ...

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 ...

Clients, who would have them? I don't doubt that similar things happen in other sectors where there's a large knowledge gap between the customer and the professional, but dealing with unrealistic ...