Intro Not all of us truly enjoy change, technological or other. Weary members of the will writing community and private client legal world who have been around for a while might say that having adjusted

More than 90% of all cyber attacks begin with phishing according to research by CISA. Phishing is a deceptive practice where cyber criminals pretend to be trustworthy entities to trick individuals, primarily clients, into revealing

Let’s start with a question. How many clients come to your firm for a will, and once completed, they disappear forever. Taking all their potential future value with them. We’re guessing it’s a lot. Our

First impressions The flow of info between private client solicitor and client contains some of the most sensitive client data […]

In an era where the ‘old man in a suit’ epitomises the pinnacle of trust and expertise for many, a seismic shift is underway, challenging the very foundations of traditional private client practices. Ben Stanway,

Whilst much of the legal sector has innovated, private client services have continued to be… old fashioned. And much of that old-fashioned nature is what makes those services so special – the human element. But

Think of all the planning you do every day. From what you’ll wear, to what’s on your family’s agenda, to tasks you must do this week to keep the household moving. What are the most

How are you growing your client relationships? You are already your client’s go-to for professional advice or key legal services and products.That relationship is important to them—and valuable to you. What are your plans to

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