Client relationships

Practice

Never Mind the Answers; What Are the Questions?

There's a theory going around that truly successful business people listen more than they talk.
Tax

Tips on How You Can Stand Out From Other Tax Professionals

Eva Rosenberg explains a few things you can do to make sure your clients don't go anywhere else for professional tax help.
Practice

Client Gift Idea: Build the Relationship

It can be difficult to buy gifts for clients, because you don't want to get something they might simply like, you want to get them something that will help them remember you and refer your services.
Education & Careers

Resigning a Client: Four Years Later, It Was the Right Decision

No matter what type of business you're in, it's never easy to resign a client. Yet, the benefits far outweigh the drawbacks. We resign clients based on a number of reasons.
Practice

End of Year - There Isn't a Better Time for Marketing!

While your client service schedule may seem a bit overwhelming to you in December, this is actually a perfect time for you to add real value to your client interactions.
A&A

Report Highlights Secrets Clients Hide from Their Advisors

Are clients being forthright with their financial advisors about factors that could affect their personal finances? While most are, 28.6 percent said they've withheld critical financial information from their advisors.

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