Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

When it comes to financial advising, it may seem like the best way to make your clients happy is with the Midas touch. After all, who doesn’t want their investments to turn into proverbial gold? But ...

In global organizations, complexity is a given. Different regions, departments and time zones all come with their own systems and priorities. It’s easy to let structure take the driver’s seat. But in ...

Do you accept every client that comes your way? It might sound backwards, but if you want to run a happier, more profitable business, you need to be choosy about the clients you select. It’s hard ...

Many CPA firms rely on client referrals for growth. I consider referrals a validation of a satisfied client. Processing Content Occasionally the lack of referrals is because a client likes you and ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Our daily routines are digitized in all aspects - from cooking and cleaning to finding the best restaurants and planning vacations. There's no denying that technology makes life easier, but in the ...

Research shows that clients who are engaged are more loyal, more profitable and more likely to provide referrals than other clients. To engage your clients, you must focus on what’s important to them ...

Clients often procrastinate because they imagine estate planning as a months-long ordeal involving endless paperwork, ...

Video executive summaries are a great tool for closing the loop on each client’s tax return and for refreshing your memory when it’s time for their mid-year review. In my previous column, I described ...