Asking the right questions is crucial for building a successful client-attorney relationship. As a lawyer, you need to identify the client's problem and discuss his needs before taking the next steps.

The way a social worker approaches a client interview determines whether the client will open up and whether she'll accept the worker's help. The initial meeting sets the tone for the rest of the ...

An effective client interview is an essential part of the client-advisor relationship. Processing Content Top financial advisors recognize that, beyond the need to capture financial data about new or ...

In the last five years, the expert-based business world has been crowded with more of the same thing. Creating something that already exists in the market is easy and feels safe but it is exactly what ...

There are two types of client interviews. There are financial planning interviews with existing accounting clients, and then there are conversations with new financial planning prospects who are not ...

Graham Robson on how the Client Interviewing Competition promotes interpersonal skills. Like everyone else who studied law in the 70s, I learned black letter law at university. When I asked in the ...

Individuals with intellectual disabilities (ID) are the most likely victims of sexual assault. To be effective advocates, attorneys must be properly trained to interview and depose this survivor ...

A successful estate plan will often require as its foundation a successful financial plan. For example, with longevity risk if the client does not address long term financial planning with an ...