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 ...

James Loffler is the President of Loffler Companies, a leader in business technology services and solutions across the Upper Midwest. In the dynamic landscape of business and office technology, the ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

Managing client expectations is an important but often underestimated skill that young lawyers need to develop. The ability to communicate clearly and effectively manage your client’s outlook will ...

With the growing use of digital technology in practice, mental health professionals (MHPs) need to navigate the complexities of client privacy and technology when considering whether and how to gather ...

The brief landed in my inbox with all the usual components—objectives, timelines, deliverables and a healthy budget. By all standard measures, it was a straightforward assignment. Yet, something felt ...

Carl Rogers is known for developing client-centered therapy, the essence of which can be summed up in the idea that it is the client and not the therapist who knows best and what directions to go in.

Twenty years ago, leading your financial advice with planning was innovative and set advisory businesses apart from the competition. But the industry has since caught up. Financial planning is now ...

Maintaining strong relationships with clients is a cornerstone of success for financial advisors. Understanding how to keep in touch with clients effectively can enhance trust and foster long-term ...