Ever since last September, when an ordinary bear market turned vicious and a mild recession became the Great Recession, a certain type of individual keeps surfacing in my thoughts. I suspect that this ...

Many businesses have great products or services but just can’t seem to get themselves in front of the right people. Finding your ideal customer is often the hardest part of starting a business.

The top financial advisers understand a key fact: You can’t be everything to everyone. Processing Content When you work with a smorgasbord of client types — with different financial situations and ...

What does the perfect client meeting look like to you? How about this — you provide great value to your clients, they love your work and they have two ideal prospects to whom they will introduce you ...

A group of business colleagues standing, having a meeting together in a bright, modern office environment. The Business Journals Leadership Trust By Business Journals Leadership Trust Expert Panel® ...

There are two types of client interviews. There are financial planning interviews with existing accounting clients, and then there are conversations with new financial planning prospects who are not ...

What are the attributes of the perfect client? Most firms would probably say it is someone who generates substantial fees that is profitable for the firm. This client probably also pays on time, makes ...