Adopting a client-centric culture is one way for firms to stand out from the competition, but it takes a lot of effort to put the client at the firm's center. The right strategy and approach will ...

According to our research, more firms have written succession plans than in years past, and importantly, more firms are focused on how thoughtful succession and continuity planning can serve as an ...

In the grind of the day-to-day, it can sometimes be easy to forget who is at the center of everything we do – our clients. I’d like to offer you two contrasting stories that serve as a reminder of ...

Today’s legal clients expect more transparency, responsiveness, and value at every stage of their journey. The firms that thrive are those that treat client experience as a measurable, strategic ...

How the 'Clients First, Friends Second' Formula Is Critical for Long-Term Business Success Attracting and retaining the right clients—people who appreciate and value your work as much as you value ...

HOUSTON, Sept. 29, 2025 /PRNewswire/ -- Oak Harvest Financial Group (OHFG), a Houston-based Registered Investment Advisory (RIA) firm, has announced it has surpassed $1 billion in assets under ...