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 Read More
First impressions The flow of info between private client solicitor and client contains some of the most sensitive client data […]Read More
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, Read More
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 personalised, Read More
Increasing Client Retention and Loyalty through Life & Legacy Planning
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 Read More
Four ways a digital vault can enhance your client relationships
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 Read More