It is vital as a lawyer to be able to recognise at what stage in a process the client they are advising needs to be referred to a carefully chosen third-party financial planning partner.

The vast majority of firms don’t practice data minimisation. This is an unsustainable proposition in the long term, not to mention expensive and risky already.

Every professional faces the same conundrum when it comes to answering calls. Do you spend less time on the phone and miss calls? Or do you answer every call, even if it disrupts your work?

Neurodiverse minds often have skills that are sometimes lacking in businesses due to them recruiting from a traditional mould that fit existing business structures and employee profiles.

Clients’ interest in alternative fee arrangements has become more of the rule and less of the exception. Last year, BigHand reported that client demand had increased 27% since 2019.