Mapping the client journey is an eye-opening exercise that highlights inefficiencies and bottlenecks in your firm’s processes. By dissecting each stage of the client’s experience, from initial contact ...

Plotting each point of a client's interaction with your firm can help you improve the delivery of legal services and deepen key relationships, advises Adrienne Halladay Outside the legal industry, ...

In this Strategies LIVE! podcast, Amber Bollman, business development manager at Barnes & Thornburg, and Yolanda Cartusciello, partner at PP&C Consulting (formerly Bernero & Press), discuss how legal ...

Advisors who hope to compete against disruptors such as robo-advisors will need to disrupt their own client-engagement systems. Engagement includes co-creation, personalization and specialization. A ...

In this marketplace, one thing is abundantly clear: To remain competitive, you must adapt. So how can you adapt in a way that meets the increased expectations of today's client? Focus on client ...

Map your client’s journey. Identify every moment of truth. And at every one, Darryl Davis writes, ask yourself: Does this feel like a 5-star experience? Back in the 1980s, a Swedish businessman named ...

Jon Krabbe of Agent Image shares ideas for supporting every stage of the client journey, from first looks to post-closing advice. For the vast majority of buyers and sellers, real estate lives online.

New client acquisition can cost 15 times more than retaining an existing client, and yet most lawyers spend their limited and valuable time chasing new clients. The client life cycle does not stop ...