A wave of disruptive technology is reshaping the wealth management industry. New ESG screening tools, generative AI and conversational ChatGPT marketing have helped firms elevate their offerings, ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

For healthcare data strategy projects, there are four essential elements to turn aspiration into a plan for recurring ...

September 16, 2022 - In a pitch to a prospective client, it is common to see the general counsel ask attorneys to provide information on three topics: approach for the matter, proposed budget, and the ...

At my negotiation firm, we have often written about the topic of personal value since it is so important to effective negotiation strategies, particularly in a B2B environment. The ability to ...