A good client has realistic expectations. Legal cases often take months or even years. Courts are overloaded, opposing ...

Artificial intelligence has become a fixture in the practices of many financial advisors. Yet despite the usefulness of the advancing technology, advisors are adamant the human connection remains at ...

It’s about building trust with your clients, understanding their anxieties, and guiding them. Why do we do all this? Strong client relationships are the foundation of a thriving immigration law ...

Interviews can serve as powerful tools for connecting with potential clients in business development . This approach involves inviting ideal client prospects onto a show or podcast, focusing primarily ...

In an era dominated by automated campaigns, instant messaging, and short sales cycles, many organizations prioritize speed ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Brian McHale In my two ...

When you consider the last five years in the financial planning industry, what are the big topics that come to mind? What about the last 10 years? For me, technology is at the top of the list. We’re ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

Establishing clear expectations from the outset and consistently delivering superior products and services fosters trust and reliability. Prioritize providing value to clients instead of focusing ...

Many entrepreneurs often tend to overlook the benefits of tapping into their existing customer base. Continually seeking out new clients on a continuous basis does contribute to business growth, but ...

Discover why cultivating relationships with experts is crucial for small business success, and learn how strong connections ...