Listen and give advice based on what's right for the borrower, even if it doesn't mean business for you,' the broker says ...
The partner perspective on what successful collaboration between external counsel and in-house clients looks like.
Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their ...
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This Startup Calls Itself ‘The Palantir of Restaurants’ — Here’s How it Turned Chaos Into 10X Growth
Colton Frank, co-founder and CEO of unPLUG, shares how he built a platform that is changing the game for restaurants.
Netflix’s ‘The Lincoln Lawyer‘ follows LA lawyer, Mickey Haller, representing all sorts of clients, some of whom are guilty, while others are trying not to land in prison for something they didn’t do.
As technology, regulation and client expectations evolve in 2026, accounting, tax and wealth management firms will transform into modern, relationship-based practices.
"The role requires skills across several areas, which is part of what makes it challenging. Having a co-leader helps because ...
Centers of Influence, such as CPAs and lawyers, are proving an effective way to acquire new clients, according to Cerulli Associates.
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