‘'Even though this is a horizontal capability, we’ll start in industry segments where we have substantial strength and leverage the client zero experience to execute this and rapidly generate value ...

Financial Planning's Practice and Client Management coverage includes essential advisor-level strategy and operational insight for firms and solo practitioners. Read how elite advisors build retention ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

Industry Insights from Thomson Reuters Institute, a part of Thomson Reuters. Hours billed and revenue in the door are still the metrics by which the majority of law firms measure success. And why not?

As most successful financial professionals know, one of the keys to running a thriving practice is not only to attract and maintain a steady stream of clients, but to also tap into those clients to ...

It sounds too good to be true: A way to increase both client satisfaction and firm profits at the same time. But consultant Ron Baker explains how offering different pricing options can help firms do ...

Every law firm has clients that make the work worthwhile. Those who value your expertise, pay on time, and bring repeat business or referrals. The key is to focus your marketing and business ...

Based on direct feedback from clinicians, SimplePractice introduces its Client Portal in Spanish to deliver equitable and inclusive care SimplePractice – the premium practice management solution ...

Many registered investment advisors are spending too much and missing out on new business by forgetting to calculate their costs per client, according to Fidelity’s practice management arm. Processing ...