Presenting a clear, presentable plan to clients starts with understanding the context and framework of their goal. Giving clients useful information that is relevant to their plan may still not ...

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 ...

Your success (and your impact on others) is directly related to your ability to create offers that attract your ideal clients and customers. This guide will show you how. Clarifying your offer to your ...

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 ...

As AI becomes embedded in finance operations, especially through agentic systems that act on behalf of organizations, the ...

Use this article to guide conversations with clients about bonds and if or where they fit in their portfolios as part of a ...

Customers are the lifeblood of your company, but trying to keep them happy at all times can drain resources, threaten profit margins, and sap employee morale. And sometimes, managing one client ...

For a moment, think about your favorite restaurant. If you frequent the location often, the waitstaff may know your name, your favorite dish and where you like to sit. All of these elements create an ...