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 ...

Working with clients may not always be smooth sailing. The voyage may begin in calm seas, but a squall may disrupt your journey. Being alert and prepared to address unforeseen challenges can represent ...

Let's face it. Most CPAs are not hurting for business these days, but they're often not getting the right kind of business. They're asking themselves: "How do we get the business that's the best fit ...

Below are suggestions for consideration when choosing clients to include in your firm’s client feedback program. When considering these criteria, it is also useful to examine clients/referral sources ...

Your best clients leave clues before they leave for good. Spot these 7 warning signs in their LinkedIn behavior and client ...

The sine qua non for lawyers is clients. Almost every practice depends on a regular flow of paying clients. Without them, there would be little for lawyers to do, and getting paid would be harder than ...

What makes you unforgettable? The famous saying “People will forget what you said, people will forget what you did, but people will never forget how you made them feel" resonates with people who focus ...

In this Investment News interview, three experienced advisors share how they are using AI to streamline preparation, scale service and enrich every client interaction. Hear practical examples of note ...

With thoughtful strategies and a proactive mindset, young lawyers can guide their clients through the complexities of the legal process with clarity, transparency and professionalism. Managing client ...

Paul Cowan is a psychotherapist and relationship specialist who led advertising agencies. He co-founded the Client Relationship Consultancy and the Customer Relationship Consultancy. In his new book, ...