Daphne Perry offers some simple writing techniques to improve client service and business returns
The GDPR aims to give the individual control over their personal data. So what happens when a beneficiary to a will or trust asks for disclosure of their data? Craig Ward considers what you can do, as a trustee or executor, to remain compliant but maintain client confidentiality
A distinctive personal brand helps you to stand out in the minds and hearts of your target audience. Rachel Brushfield explains what a personal brand is, why you need one, and how to think about your own
The business of death is changing, as technology alters the way people are living their lives. How long before blockchain technology, e-signatures and chatbots become common on the private client stage? What else is waiting in the wings? Grania Langdon-Down investigates
There are now over 15 million people aged over 60 in the UK, but the marketing approach for this audience is often clichéd and outdated. Sue Bramall explains some key points to consider, and the mistakes to avoid
EU legislation requires financial advisers to disclose all costs and charges relating to their retail client recommendations. Emma Kilburn explains what to look for in investment reports to make sure your adviser is compliant
It doesn’t matter how good your work or client service is if you’re not getting your name out there. Kim Tasso provides a brief guide to marketing private client work, with a guide on digital marketing tools and techniques.
Communication is a critical factor in many complaints relating to legal services, according to a recent report by the Solicitors Regulation Authority. Fiona du Feu examines 10 common communication areas that can make a difference