Attorneys are in the relationship business, and they must work on the relationship even when there’s no business. “With a few caveats, contacting clients outside of a specific matter is a really good ...

THE ONTARIO SECURITIES COMMISSION (OSC) has announced that it will begin contacting clients of registered firms directly as part of its routine compliance review process – and some financial advisors ...

One of the hardest things to manage in a startup business is client load. In other words, if you have too many clients, you can’t provide consistent and reliable service – you’ve oversold yourself. If ...

Maintaining regular contact with clients is key to providing the appropriate level of service. But how much contact should you provide — and how much is too much? Whether a client wants a phone call ...

Lawyers' Fund for Client Protection pays $47,100 to 12 former clients of suspended attorney Santo Artusa. The fund said that clients of Artusa reported that he has been contacting them online with ...

(April 2004) It seems that after every RRSP season comes to a close, the familiar refrain among financial advisors is, “Next year, I’ll do it differently.” Translated, that means that rather than ...