Client meetings are one of the most important touchpoints we as financial advisors can have with our clients. A well-executed client meeting is an opportunity to build clients’ trust and confidence in ...

In today’s rapidly changing business landscape, accounting firms face the challenge of evolving to meet diverse client needs while maintaining a competitive edge. With this in mind, successful client ...

Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

Opinions expressed by Entrepreneur contributors are their own. Whether you’re a digital agency or a professional services business, client onboarding is a critical process to get right. Nail it, and ...

A strong sales process is what turns a prospective lead into a paying customer. However, this process is rarely a one-size-fits-all strategy; different businesses can benefit from different sales ...

The balance sheet: As financial professionals, we certainly know our way around this report, since it displays a client’s financial assets and liabilities. However, one very important item the balance ...

Most advisors recognize the value of referrals, but few seem to understand the psychology and the processes that promote referrals. Most often, both parties in a referral situation measure the success ...

Clients often procrastinate because they imagine estate planning as a months-long ordeal involving endless paperwork, ...

For many remodelers (and these practices apply to interior designers), this process has become extremely protracted and complicated; so much so, that a group I work with in California found that the ...

I walk into the waiting room on a blazing Tucson afternoon and invite my next client, Sammy,* into my office. Sammy’s dressed in a wildly-patterned Hawaiian shirt, baggy board shorts, and worn-out ...