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 ...

Advising clients who are entering the empty nest phase requires an approach that's both strategic and tactful. Clients may ...

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

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 ...

It can take a lot of practice to learn to handle long projects well. It's possible to train your team to manage them well, but what about the clients who are on the other side? If this is the first ...

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 ...

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 ...

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 ...

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 ...

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