It is well known that attorneys owe a duty of confidentiality to their current or former clients. But what about those prospective matters that never lead to a retention? A potential client may meet ...

Prospecting is the lifeblood of any business. When I ask sales reps what they get paid to do, I rarely hear, “to prospect.” Yet you can have the best product, price and presentation — and be the best ...

Choosing a coach is a significant decision that requires clarity, trust and a sense of alignment. Prospective clients look beyond credentials to understand how a potential coach thinks, communicates ...

...AI is a powerful accelerator but it is not a closer. Artificial intelligence has dominated the conversations I am having with service professionals who are looking to strengthen their practices.

Has anyone asked you for a referral before? How did that make you feel? Referral is an industry term. It means “find me a future client.” Done the wrong way, it can make the other person feel awkward.

Chicago: “I know I might sound crazy to most people, but with your background in clinical hypnosis, I figured I’d take a shot and roll this by you,” prefaced Jason before asking “Is there any way to ...

“We believe advisors need to become better communicators. By collaborating with forward-thinking, innovative partners like FMG, YCharts can expand its reach, empowering an extensive network of ...

Phoenix: "I think it's time that we focus on growing the practice" stated Mark. "We do a great job for our clients, we have good policies and procedures, and last year we focused on upgrading and ...