Learn how relationship managers improve client and business partner relations with essential skills in communication, ...
Darren Root, chief strategist at Right Networks, offers a new framework for executing on your firm's business model — if you have one. Welcome to On the Air with Accounting Today, I'm editor-in-chief ...
Industry Insight from Thomson Reuters Institute, a part of Thomson Reuters. Only 27% of law firm clients are asked for formal client feedback by their firms, according to research from Thomson Reuters ...
Most experienced advisors already know this, even if they rarely say it out loud. The job has quietly outgrown the title. Client conversations no longer revolve around asset allocation alone. They ...
When I began consulting with Jim Redpath of Redpath & Co. many years ago, we discussed my experience in the large accounts division of IBM where the focus was on strategically significant clients. At ...
With the acquisition of OnePlace, Intapp Inc. said it has acquired the “final piece” to manage the entire client life cycle of law firms and other professional services. On May 23, Intapp announced it ...
Welcome to Money Diaries Extra where we are tackling the ever-present taboo that is money. We're asking real people how they spend their hard-earned money during a seven-day period — and we're ...
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