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 ...

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 ...

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 ...

Research shows that clients who are engaged are more loyal, more profitable and more likely to provide referrals than other clients. To engage your clients, you must focus on what’s important to them ...

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 ...

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 Rob Davis Nothing in ...

When I started in the financial services industry I focused on building a customer base. My main concern was satisfying my customers’ wants and needs while making the sale. Once I had been in the ...