Transitioning to fixed or project-based pricing demands a thoughtful reengineering of how firms scope, staff, and sell their ...

Financial advisors striving to grow their practice face a range of challenges. One of the most important is crafting an effective value proposition that will set an advisor apart from the competition.

For the vast majority of advisory firms, strong organic growth is a top priority, but how do you ensure that your firm has a singular vision when it comes to attracting ideal clients and their assets?

The traditional model for financial planning and wealth management firms is straightforward: the client pays to work with a broker-dealer or investment advisor to provide recommendations and manage ...

Value-based selling is an essential skill for sales professionals, especially in markets where price often becomes the determining factor for clients. In many cases, these decisions occur because the ...

Strategic partnerships are no longer a supporting act in legal technology. They are a primary mechanism through which law firms and legal departments cut through complexity, modernize operations, and ...

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 ...

Call me Captain Obvious, but understanding your clients is critical to building a successful practice. (Yes, I know … “Thank you, Captain Obvious!!”) Two powerful tools that help achieve this ...