The difference between involvement and commitment can be explained by considering a plate of ham and eggs. The hen is involved; the pig is committed. That joke has been around for years. We might ...

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 ...

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 ...

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 ...

Building trust and understanding during the first 30 days is crucial to converting prospective clients into long-term relationships. Consistent communication, clear expectations, and small, meaningful ...

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 ...

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 ...

Before a prospective client steps through the door, advisors should have a plan for every step of their engagement process ...

Financial advisors can use this structured AI prompt to help identify potential compliance concerns in draft client ...