JW Way Fundamental #4: Walk in your client’s shoes. See the world from their perspective. Empathize by understanding their fears and concerns and showing you care. Ask, “If I were in their shoes, what ...

To this day when I think back on it, I am floored: When Apple released the first iPhone 14 years ago, there was no manual in the box. Today, we don’t think twice about unboxing any smartphone and ...

Risk is a vast and vitally important topic. We shall return to it periodically, but for now, this series is our primer. Like many hot buttons, the perspective on risk differs according to who you ask.

Commentary Impress Your Superiors By Understanding 'the Big Picture' Understanding the big picture of one's work, which involves understanding the client's objectives, the risks it faces, the parties ...

The artifacts of intentional culture guide our client relationships and are the foundation of building an ever-growing book of business—even in challenging times. The Fast Company Executive Board is a ...

A truly informed teammate with a 360-degree view of clients across all touch points Advisor360°™, a leader in integrated wealth management technology, has expanded Parrot AI®, its secure and compliant ...

Lisa Zeiderman, Esq., CDFA, CFL, a Managing Partner at Miller Zeiderman, LLP, is a matrimonial and family law attorney based in New York. Small businesses often encounter issues of confidentiality ...

Attorney-client privilege. Most people have heard of it, and most have a general idea it means. But what, exactly, is attorney-client privilege? What's its purpose? What does it cover? When does it ...