Mapping the client journey is an eye-opening exercise that highlights inefficiencies and bottlenecks in your firm’s processes. By dissecting each stage of the client’s experience, from initial contact ...

In this Strategies LIVE! podcast, Amber Bollman, business development manager at Barnes & Thornburg, and Yolanda Cartusciello, partner at PP&C Consulting (formerly Bernero & Press), discuss how legal ...

Plotting each point of a client's interaction with your firm can help you improve the delivery of legal services and deepen key relationships, advises Adrienne Halladay Outside the legal industry, ...

Advisors who hope to compete against disruptors such as robo-advisors will need to disrupt their own client-engagement systems. Engagement includes co-creation, personalization and specialization. A ...

When you’re heading to a new destination you may look on Google’s street view to make sure you’ll recognise it when you get there, but you’d probably also turn on your sat nav or plan the route on a ...