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 ...

With client service being top of mind for most law firms, it begs the question: how well do attorneys really understand their client relationships? Key relationship partners should have an in-depth ...

A new client presents a great opportunity, but there is also great risk that the relationship will not be a good fit. If the client is not a good fit it will be bad for both sides and result in hurt ...

The government was elected in a landslide victory in July 2024 on a promise not to raise taxes on income for working people ...

AI technology and DIY online tools are changing the landscape of wills and estates practice. To maintain and grow their practice, lawyers must continue adding value that online resources lack.