Because the attorney-client relationship involves distinct duties and obligations on the part of attorneys, there are limitations in what attorneys can include in their agreements with their clients.

If you are enrolling prospects to become clients, the ultimate step is a signed agreement and collecting your first payment. If you are enrolling prospects to become high-paying clients, the ultimate ...

Greensboro: “What’s the biggest reason why the affluent look for another advisor?” asked Kim on a recent conference call. “It seems that if I’m meeting with potential clients, I should have a good ...

Opinions expressed by Entrepreneur contributors are their own. Experience is the best teacher … unless you’re willing to learn from others’ mistakes. Most of us learn by doing, but the lucky few can ...

Recording conversations with prospects (and only with their permission) is a powerful idea. To attract more high-paying clients, it pays not to overthink the agreement phase of landing a client. So, ...

In 2016, as many as 28 million taxpayers could owe taxes when they file a return. People who filed by the original filing deadline (this year, April 18 for most filers) and who haven’t paid their ...

Many attorneys have been using the same engagement agreements for decades designating standard commercial providers such as the American Arbitration Association to resolve client disputes. In recent ...

Clear and open communication is key to getting the facts necessary to effectively represent a client. The retainer agreement/engagement letter can help establish policies to encourage good ...

Jan 6 (Reuters) - Investment advisers who ignore the tedium of updating their client agreements may now have extra motivation to get the job done. A final rule expected in January from the U.S.

Once you pass the patent bar exam how does one learn to actually practice? Like so many things in life, experience is the best teacher, but finding a job without some experience can be extremely ...

Sole practitioners should get a practice continuation agreement. I explained why in last week's column. I also suggested that you could apply that same advice to clients who are sole owners and ...