A financial advisor will often think about “their book” in terms of the number of clients under their production number. Years ago, the number might have been gigantic, then the industry moved towards ...

In today’s world of speedy communication, people skills (also known as emotional intelligence) are becoming more important. I run a marketing and creative agency called Goel Strategies and we have to ...

This first part of a two-part series by Maggie Miller focuses on defining clients through two complementary lenses: Target Client Profiles and Client Segmentation. Law firms today operate in an ...