As AI becomes embedded in finance operations, especially through agentic systems that act on behalf of organizations, the ...

In the event of a professional liability claim, your documentation tells your story. Make sure it is the story you want to tell.

Learn how financial advisors can use AI prompts to craft empathetic, compliant emails that support their clients through financial challenges and life transitions.

They say patience is a virtue, but after dealing with certain clients, it feels more like an extreme sport. From baffling requests to reality-bending logic, these 13 stories prove patience deserves ...

Forbes contributors publish independent expert analyses and insights. John Hall covers entrepreneurial topics that help companies grow. Business cycles come and go. But in tumultuous times, knee-jerk ...

Great results don’t always speak for themselves. In agency life, it’s often the conversations around the work – not just the work itself – that shape how clients perceive your value. Yet most teams ...

Just a few years ago, the idea that someone could convincingly imitate a client's voice over the phone sounded absurd. Not today. Fraudsters need only a browser plug-in and 30 to 60 seconds of audio ...

Here's why lawyers are obligated to reasonably inform their clients and recommend a course of action—even if it's a harsh reality—most likely to be successful or to address the client’s goals and ...

An Ideal Client Profile is a snapshot of who you serve best and why. It consists of core demographics and identity, aspirations and desired outcomes, pain points and problems, decision-making drivers, ...