It’s time for wealth management to rethink the role of client-service associate. CSAs are an overlooked talent pool that ensure smooth operations through client management, household maintenance, ...

It is essential for business owners to define good customer and client service practices. While there are certain individual principles of quality customer care, there are also degrees and differences ...

While lawyers are increasingly expected to take responsibility for bringing new business to the firm, few have the skills and fewer have the desire to develop the skill. Firms have responded by ...

Shared Services sustainable success hinges on satisfied clients. But this involves more than putting your staff through client service training and asking them to “play nice”. The solution is to ...

The kind of customer service, or "client service," if you prefer, required for high net worth individuals (HNWIs) is broadly similar to what's required to provide customer service and support to the ...

Much has been written recently about the importance of business development and client service training for lawyers. But while lawyers are increasingly expected to take responsibility for bringing new ...

We have all been in situations where we have been treated poorly by a food server, service manager, receptionist or product installer. The end result of such an encounter is typically a vow to never ...

Service isn’t a tactic; it’s a culture that drives loyalty. Internal alignment and communication directly shape external client satisfaction and trust. Empowered employees create ownership, ...

September 08, 2025 - There's little debate that AI is saving time spent on routine legal tasks — a lot of it. One study notes results from pilot projects show associate time spent on a complaint ...

If we live in a service economy, where’s the service? That question is asked hundreds of thousands of times a day by disgruntled customers, right here in the good old U.S. of A. Are they asking it of ...

Leaders too focused on adding headcount risk missing the real growth opportunity right in front of them: retaining, training and empowering the people they already have.