According to our research, more firms have written succession plans than in years past, and importantly, more firms are focused on how thoughtful succession and continuity planning can serve as an ...

Today’s legal clients expect more transparency, responsiveness, and value at every stage of their journey. The firms that thrive are those that treat client experience as a measurable, strategic ...

Over the last decade, scale has become one of the defining themes in wealth management. Larger firms promise broader resources, deeper infrastructure, and expanded opportunity. But they also raise a ...

Advisors often waste considerable time and money on prospecting efforts that don’t lead anywhere. They tend to cast a wide lens, hoping to attract everyone, but that strategy usually leads them to ...

Today, the evolving dynamics of the B2B landscape demand more than just service enhancements to achieve true client orientation. It requires a foundational shift in strategy, embedding a deep ...

DALLAS, Oct. 27, 2025 /PRNewswire/ -- GDT, a leading technology solutions integrator and managed services provider, announced the enhancement of its client-first managed services platform powered by ...

In an era of rapid change and increasing client expectations, fostering authentic relationships and prioritizing effective communication are essential for sustainable growth. Lawyers who strive to ...