Timothy B. Corcoran, Owner of Corcoran Consulting Group and [immediate past] President of the Legal Marketing Association says, “I often take firms to task for over-reliance on engagement letters that ...

In my last article, I explained the value of having a concise, well-organized agenda to keep client meetings on track. Now that you’ve had a great meeting, it’s essential to follow up on your promises ...

LOS ANGELES--(BUSINESS WIRE)--Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth financial planning and investment software, today announced a ...

Engagement letters may be viewed as merely administrative items, which sometimes results in attorneys giving them little thought. However, a well-prepared engagement letter can a singularly strong ...

The CFP Board has released two sample client engagement letters that are designed to help certificants comply with the board's new code of ethics. The letters were drafted with input from CFP ...

An advance waiver contained in an engagement letter links the law firm's acceptance of the matter and corresponding ethical duties to the client with the client's willingness to accept the firm's ...