Elevating firm-wide decision making through better data hygiene, structure and activation will make all the difference in ...

One of the most interesting findings from our newly released 2023 Herbers & Company Service Market Growth Study is that the typical advisory firm is challenged when it comes to converting prospects to ...

For advisory firms both large and small, responding to prospective client inquiries can require a significant time commitment. A multiperson office may have a full-time dedicated staff member ...

A client journey map is a visual representation of the process a client or prospect goes through to achieve a goal with your company. With the help of a client journey map, you can get a sense of your ...

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 ...