Debra Hamilton, JD, joins Adam Christman, DVM, MBA on this episode of the Vet Blast Podcast presented by dvm360 to share ...
Email, mobile texting, messaging and collaboration apps, videoconferencing and cloud-based document sharing have provided benefits such as streamlined communications and enhanced accessibility, while ...
August 2, 2022 – Regardless of communication barriers that various client circumstances may present, lawyers owe their clients the duties of competent representation and effective communication. [i] ...
Last month, two new studies were published on the current state of client communication in the wealth management industry and the impact is has on each financial advisor’s business. Spoiler alert: It ...
Navigating the world of professional services requires not only expertise in your field but also the ability to discern the intentions of potential clients. Assertiveness is an invaluable skill in ...
During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...
Michael J. Wietrzychowski partner and Brian Clarke with Schnader Harrison Segal & Lewis.Courtesy photos The use of technology in a law office or legal department raises many ethical issues concerning ...
The legal industry prides itself on upholding tradition and respecting precedents, but this adherence to the past can come at a cost. While lawyer jokes have become something of a cliché, these ...
Tax returns and financial statements have special and distinct looks and serve specific compliance, planning and advisory roles. However, there are many other types of deliverables, and those are what ...
The role of a benefits broker or agent extends well beyond providing insurance options for their employer clients. Clients rely upon agents to be consultants playing an active role as an extension of ...
The excitement (or hype, depending on whom you ask) over generative artificial intelligence shows no signs of abating soon—and neither do the related concerns of investors. Although generative AI’s ...
The attorney-client privilege is an old and well-known evidentiary privilege. It fosters candor between attorney and client, protects confidential information from being revealed to others, and ...
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