Has anyone asked you for a referral before? How did that make you feel? Referral is an industry term. It means “find me a future client.” Done the wrong way, it can make the other person feel awkward.

One great way for firms to snap up work is through referrals. It’s a big boost to a firm’s reputation when a client, competitor, or overseas counsel respects their work enough to recommend them. Firms ...

Creating a community that is confident in recognizing concerns and making referrals to the Behavioral Intervention Team (BIT) does not happen by accident. The BIT should provide clear education, ...

While organic growth is a vital goal for wealth management firms, it is a rare gem. For instance, many RIA aggregators turn out to be poor investments, as simply combining RIAs and cutting their costs ...

Please provide your email address to receive an email when new articles are posted on . Primary care physicians typically use subjective factors when making surgical recommendations, contrasting the ...

OIG issued a new report finding that in 2022 some Medicaid managed care plans self-reported making no or very few potential provider fraud, waste, and abuse referrals. OIG reported that 33 plans, ten ...