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 ...

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 ...

First impressions are crucial in business, and for referral clients, that idea is already taking shape. They’ve likely heard positive feedback or received a reliable recommendation and now’s your ...

Acquiring new clients is so important to law firms that it can be easy to overlook those they already have! The fact is that most firms already have a base of people that are engaged with their ...

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 ...

The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

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 ...