The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...

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 ...

In today’s competitive legal market, client engagement is not just a buzzword—it’s a necessity. Law firms that prioritize and excel in client engagement are more likely to foster lasting relationships ...

A client walks into your office. They’ve lost a spouse. Or a job. Or they’ve just received an inheritance they never expected. They aren’t looking for a spreadsheet. They’re looking for someone who ...

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 ...

Opinions expressed by Entrepreneur contributors are their own. In coaching, therapy, consulting and other types of service, delivering exceptional care and providing your expertise is only half the ...

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.