Topic
professional services
65 published works
Horizons
Strategy Sphere Podcast Launches with Stellar Lineup of Professional Services Thought Leaders
Experts in professional services leadership, innovation, and education from leading organizations —BBDO, McKinsey & Company, M Booth, as well as Harvard, Penn, and Vanderbilt law schools — share insights on adapting…
Jaffe Blog
System Upgrade: A Professional Services Reboot
By asingles
2020 will be known as the year of disruption and destruction. 20/20 also is a measurement of perfect visual clarity and sharpness. It’s why I have often referred to this…
Horizons
What Professionals Tell Us About Business-Value Forecasting
What Your Peers Are Saying About Business-Value Forecasting in Professional Services Firms Business-value forecasting can help firm leaders predict upcoming obstacles, set ambitious goals, and adequately measure success. It allows…
Wiley Executive Summary
CEO’s Abuse of Position is Not “Professional Services” and Negligence Claim for Return of Monies Does Not Seek “Damages”
The United States District Court for the Eastern District of Arkansas has held that no coverage exists under an errors and omissions policy for claims arising out of the misappropriation…
Jaffe Blog
How to Master Professional Services Email Marketing
By asingles
Rumors are not always true. So often, you hear that email marketing peaked years ago and is on the decline. However, that is just not the case. After attending this…
The Attorney Marketing Center
When is the best time to ask for referrals?
By David Ward
According to a financial advisor who posted an answer to this question, the best time to ask for referrals is at the time you deliver the work-product (document, settlement check,…
Wiley Executive Summary
Insurer Must Defend Insured in Claim Alleging Use of Counterfeit Materials Because “Professional Services” Definition Was Ambiguous and No Exclusion Barred Coverage
Applying New York law, a Delaware state court has held that an insurer owed its insured a duty to defend because the factual allegations in two underlying lawsuits arguably involved…
Jaffe Blog
It’s OK to Make Mistakes. It’s Not OK to Give Up.
We all make mistakes. Those running professional services firms try not to, but no one is perfect. Some of those mistakes can involve marketing and business development. Many law and…
Wiley Executive Summary
False Claims Act Investigation Does not Implicate “Professional Services”
A Louisiana federal court has held that settlement of a False Claims Act investigation did not trigger the insuring agreement of a bankers professional liability policy because the claim was…
Jaffe Blog
Lessons for Professional Services Firms: Communicating — It’s All About You
By asingles
Super Bowl Sunday is just days away. The event brings out two distinct types of participants: those who are interested in the biggest football game of the year, and those…