2022 was a year of transition, with law firms and clients moving into a new post-pandemic phase while dealing with rising inflation and global uncertainty. Throughout this time, we have been working ...

Integrated IP, an Australia-based multidisciplinary intellectual property firm, was founded only four years ago but has already made waves in the market. The firm, which started life in Western ...

I imagine all agency owners and leaders can agree that the more channels or services in a client engagement, the longer we retain that client on average. Of course, not all clients include different ...

Establishing clear expectations from the outset and consistently delivering superior products and services fosters trust and reliability. Prioritize providing value to clients instead of focusing ...

New options add value to advisor relationships while saving clients fees. Want to add value to client relationships? Train them to make you their first stop when they're making a mortgage decision.

The changing needs of investors—and how advisors c... The changing needs of investors—and how advisors can adapt Where do advisors add the most value for investors? How can advisors clear their ...

High performing mid-tier financial services firms add value to their existing client base and have fewer acquisitions, according to Macquarie. The firm’s accounting and financial services benchmarking ...

Traditional billing models like hourly and fixed-fee billing often fall short of delivering true value to clients. Misaligned incentives, lack of transparency, and a disregard for the actual value ...