An effective client interview is an essential part of the client-advisor relationship. Top financial advisors recognize that, beyond the need to capture financial data about new or existing clients, ...

There are two types of client interviews. There are financial planning interviews with existing accounting clients, and then there are conversations with new financial planning prospects who are not ...

In the last five years, the expert-based business world has been crowded with more of the same thing. Creating something that already exists in the market is easy and feels safe but it is exactly what ...

Most people find talking about their personal finances difficult. That’s why interviewing a new client presents a challenge for both clients and advisors. But by asking the right questions — and ...

Successful financial advisors recognize that the interview process can provide them with a deep understanding of their clients’ objectives, motivations and expectations. “The client discovery process ...

Industry Insights from Thomson Reuters Institute, a part of Thomson Reuters. By actively collecting client feedback, your law firm can establish a window to manage and improve client experience and ...

Theater and law school might not seem like a perfect fit, but one legal clinic is relying on a theatrical approach to teaching about attorney-client interviewing techniques. Early in the school year, ...

If you create content for clients, the initial stages after they hire you are exciting. You know the possibilities for helping them hit their brand goals with incredible content are far-reaching: ...

In this episode, we interview Matthew Maletta, executive vice president and chief legal officer of Endo Pharmaceuticals. Matthew was appointed in May 2015 to these roles at Endo Pharmaceuticals, where ...