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Reframing your thinking to overcome fear about developing COI relationships

Million Dollar Round Table (MDRT)

You can either fall into the category of transactional advisors, where you are simply looking to sell a product, or you can take the wholly encompassing, 360-degree approach to giving good financial advice, supported by a range of other professional services. Let’s not forget they need us just as much as we need them.

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Cs Disco (LAW) Q2 2023 Earnings Call Transcript

The Motley Fool

Including but not limited to statements regarding our financial outlook and future performance, our use of capital expenditures, market opportunity, market position, product strategy, and growth opportunities and developments in the legal technology industry. All position as well to lead the legal industry and adoption of AI.

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Aon Plc (AON) Q4 2024 Earnings Call Transcript

The Motley Fool

While free cash flow was impacted in 2024 by extraordinary items, all of which we've previously communicated, including the NFP transaction and integration costs, restructuring, and legal settlement expenses, we remain confident in underlying free cash flow growth. Of course, we don't have the legal expense charge that you talked about.

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Cs Disco (LAW) Q1 2024 Earnings Call Transcript

The Motley Fool

I'm excited at the prospect of working closely with Eric as the chair of DISCO's board of directors to help support him and the DISCO team who have come to mean so much to me. But the legal industry is the one that stands to benefit the most from this technological advancement. Our platform is efficient, scalable, and fast.

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CrowdStrike (CRWD) Q2 2025 Earnings Call Transcript

The Motley Fool

The enduring trust that prospects, customers and the market have in CrowdStrike is demonstrated by our Q2 performance, ending ARR of $3.86 Customers, prospects, and partners recognize CrowdStrike's technological leadership and role in serving the market need for ongoing platform consolidation. Professional services revenue was $45.6

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C3.ai (AI) Q3 2024 Earnings Call Transcript

The Motley Fool

Another example, DLA Piper, a global law firm pioneering technology innovation in the legal sector, worked with C3 AI to create a first-of-kind generative AI application to streamline the analysis of complex legal agreements. This is a -- this is a high-end professional services organization in the federal sector.

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Freshworks (FRSH) Q1 2024 Earnings Call Transcript

The Motley Fool

Professional services contributed approximately $2.6 This is intentional as we are shifting more services revenue to our partner network. million related to the intentional shifting of professional services revenue to partners. million on professional services. Professional services we commented on.