Engagement letters may be viewed as merely administrative items, which sometimes results in attorneys giving them little thought. However, a well-prepared engagement letter can a singularly strong ...

In my last article, I explained the value of having a concise, well-organized agenda to keep client meetings on track. Now that you’ve had a great meeting, it’s essential to follow up on your promises ...

LOS ANGELES--(BUSINESS WIRE)--Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth financial planning and investment software, today announced a ...

Timothy B. Corcoran, Owner of Corcoran Consulting Group and [immediate past] President of the Legal Marketing Association says, “I often take firms to task for over-reliance on engagement letters that ...

The CFP Board has released two sample client engagement letters that are designed to help certificants comply with the board's new code of ethics. The letters were drafted with input from CFP ...

ALBANY After incorporating several alterations resulting from complaints by practitioners and the New York State Bar Association, the Administrative Board of the Courts has adopted a new rule ...

Writing effective letters is an essential part of business ownership that many entrepreneurs overlook. Business letters connect companies with their clients, employees and associates and more often ...

I enjoyed the well-written and informative article, “Advising Financially Stressed Clients” (Sept. 2011, page 50). Due to my germane knowledge and background working as a special assets officer at a ...