To raise the bar, client engagement is the new metric by which we should measure the impact advisors are having on their clients. It’s time for a change. Why Satisfaction Isn’t Enough.

Let’s do business: Lawyer-client engagement agreements in estate planning When you hire an attorney for services, especially for document preparation, there should be a written fee agreement ...

When you’re able to identify a client’s unique goals and show the value of an advisor, you can build loyalty and continue working with your clients.

Joe Martin, chief client experience officer at Summitry, a Bay Area RIA overseeing more than $2 billion in AUM, added, “We have worked with the team at Absolute Engagement for many years to ...

Client engagement is about making them feel like part of the family. A personal touch can be the finishing touch that makes your clients say, "Wow, you remember everything," Robertson says.

From my past working in law and my current career as an executive coach working exclusively with outstanding law firm leaders, I’ve seen up close how trust is essential for driving client ...

Enhancing reputation through client engagement initiatives often translates to a ‘halo effect’ that benefits all aspects of the firm’s operations. Operationalizing the ROI Measurement.

Frame the Engagement With Client Service Standards. A point of frustration for many financial advisors and clients alike is unmet expectations.

I was recently interviewed for the Association of Legal Administration‘s Legal Management magazine on the topic of client engagement letters.Writer Paula Tsurutani gathered commentary from a ...