Every service firm leader I’ve engaged with in the last 20 years says, “We know who we serve.” Yet when I request that they describe their ideal client's top five goals, opportunities and challenges, ...

Do you want to differentiate your firm from the competition while adding value to your client relationships? Then you should focus attention on an area that is ignored by most advisors: client ...

Let’s say you’re my client, and that I know your name, your address, your Social Security number and other account numbers. I know the whereabouts of those accounts and the balances within them. I ...

A few weeks ago, I did a post on identifying bad clients and knowing when to fire them. In the emails and comments that followed, many of you mentioned the flip side of the coin - building a business ...

ATLANTA, Jan. 31, 2011 (GLOBE NEWSWIRE) -- Client Profiles, a global provider of case management, financial management and CRM software to leading law firms, announced today that it has acquired New ...

While some businesses grow through brilliant integrated marketing strategies, others are able to maintain a high level of success mainly through word-of-mouth referrals. Personal referrals are serious ...

Case management software provider Client Profiles has acquired New York-based Saga, the developers of the Saga Practice Manager application, a plaintiff-geared product that includes applications for ...