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 ...

By considering certain parameters and risks, lawyers can continue to consult with clients in a way that best manages the duty ...

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 ...

Landing the perfect client can feel like finding a needle in a haystack. And while not all are “perfect,” most business owners can settle for good customers. But to build a client base of people who ...

Breaking through the noise and getting potential clients to pay attention is just one hurdle facing entrepreneurs; on top of that, any service provider must then persuade prospective clients to ...

Communications between a lawyer and a prospective client can involve ethics (confidentiality and conflicts) issues, as well as privilege protection issues. Not surprisingly, the availability of ...

Attracting new clients is a challenge that every financial advisor faces at some point in their career. While traditional marketing methods still hold value, the industry's shift toward digital tools ...

In describing how a financial advisor should approach a first meeting with a prospective client, RFG Advisory’s chief behavioral officer Brendan Frazier used an expression that should resonate with ...

My website encourages prospective clients to email me a brief description of their situation. I ask that they email rather than phone me to avoid my tendency to spend too much time with a prospective ...

Michelle Perry Higgins takes her time when she selects new clients. Higgins, a principal at California Financial Advisors, conducts as many as six meetings over the course of three to four months to ...