Not all clients are good for your business. Learn how to identify bad clients, minimize their impact and professionally fire them while protecting your team, finances and reputation. Bad clients can ...

For small-business leaders, every client feels like a win. After all, securing new customers is the lifeblood of a growing business. But not all clients are created equal. Some can drain your time, ...

In the past, I’ve likened a client’s view of a financial advisor to watching a duck swim across a pond. To the observer, it looks like the duck is effortlessly gliding across the water, but beneath ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Sports agent Jimmy Sexton had a solid day at the office on Friday. Sexton, the co-head of the Creative Arts Agency's football division, represents some of the top coaches in college football, ...

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

Insider asked three experts to share their tips on how to entertain business clients in another city. Thinking beyond dinner and keeping things simple will help strengthen professional relationships.

Morningstar recently published an article titled “Why Do Investors ‘Break Up’ With Their Financial Advisor?” It’s a great article, based on data from 184 investors who fired their financial advisors.

Trust is the foundation of any successful relationship, and it’s particularly important when it comes to remote relationships. As in any customer relationship, the key to building trust is delivering ...

Could lead to imprudent "reply-all" messages from both parties, ABA said in opinion But reply-all messages don't violate rule governing the contact of a represented person (Reuters) - Lawyers who ...

When I ask a group of financial advisors to share their thoughts on an ideal client, I often hear things like “willing to take my advice” or “appreciates our planning approach.” What I’m really after ...