We might assume a prospect becomes a client when they have transferred in money and bought something. It makes sense. They have an account number. You booked revenue. They are now a client. Or are ...

Stoy Hall, CFP and founder of Black Mammoth Wealth, shares how he approaches client emails. The secret is to treat every send like a conversation, not a broadcast.

You've just filed-or scrambled to file-and somewhere in the back of your mind is a stack of invoices that should have been ...

Stop chasing clients. Attract them by becoming highly sought after. Key strategies include building a "lighthouse" with valuable content to create a waitlist, exuding confidence to attract, reversing ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

At any given time, I’m juggling multiple clients. That means I’m juggling context for multiple projects, background information on various companies, and a lot of deadlines. Some of my clients give me ...

Issues in communication can often be seen as inconsequential, which is reflected in how we talk about them—”verbal flubs,” “slip-ups,” “lapses in communication,” and so on. But these little turns of ...

To limit losses stemming from business failures, clients’ lenders, shareholders, and bankruptcy trustees may seek to pursue claims against CPA firms. But aren’t these parties also responsible for ...

The best time to address potential mental decline is well before it becomes an issue. Advisors should initiate an aging plan for clients in their 50s or early 60s. The idea is to start the ...

Attorney-client privilege is one of the most important protections in the legal system. Its powerful legal protection allows clients to speak freely and candidly with their attorneys without fear that ...