Call me Captain Obvious, but understanding your clients is critical to building a successful practice. (Yes, I know … “Thank you, Captain Obvious!!”) Two powerful tools that help achieve this ...

Do you want to differentiate your firm from the competition while adding value to your client relationships? Then you should focus attention on an area that is ignored by most advisors: client ...

When a business is trying to sell a product or a service, it must have a target market. Who are the people that are most likely to buy? Knowing this helps narrow your audience so that you can be more ...

Every service firm leader I’ve engaged with in the last 20 years says, “We know who we serve.” Yet when I request that they describe their ideal client's top five goals, opportunities and challenges, ...

Andy Bailey, an Entrepreneurs’ Organization (EO) member in Nashville, is an author, CEO and head coach of business coaching firm Petra Coach who serves in an advisory role on the Gazelles Council, ...

Let’s say you’re my client, and that I know your name, your address, your Social Security number and other account numbers. I know the whereabouts of those accounts and the balances within them. I ...

A few weeks ago, I did a post on identifying bad clients and knowing when to fire them. In the emails and comments that followed, many of you mentioned the flip side of the coin - building a business ...

ATLANTA, June 13, 2011 (GLOBE NEWSWIRE) -- Client Profiles, one of the leading providers of CRM software for the professional services market, introduced CRM4Accounting at the AICPA Practitioners ...