Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

Learn how financial advisors can use AI prompts to craft empathetic, compliant emails that support their clients through financial challenges and life transitions.

How can I prompt clients to refer me to others? How can I prevent lost returns or market volatility from affecting my client relationships? How can I convince my client to follow my advice? Although ...

Throughout my career, I’ve witnessed business development professionals looking to make a sale by presenting their company’s capabilities or demoing a product. Their approach relied solely on the ...

When clients go bankrupt, CPAs face major liability risks. Learn how to spot red flags and help protect your firm from costly claims and lawsuits.

Customer versus Client—What’s the Difference? I’m currently listening to E-Myth Mastery by Michael Gerber while driving to and from work. Michael shares the differences between a customer and a client ...

We list the best client management software, to make it simple and easy to organize your sales, quickly come to professional resolutions with clients and better manage your customer base. Client ...

Once you've completed a project, it might seem that the client has all the power. If he refuses to pay you for the work you performed, you may feel both frustrated and powerless. While you cannot make ...

I was conducting a webinar on the topic of client alerts for some of our business development, marketing and communications professionals the other day and it took me back to six years ago when I ...

Creating a base of loyal clients and customers who come back to purchase goods and services after an initial purchase is essential for small businesses to be successful. Remembering who clients are ...

When you are just getting started with your business, you’re probably willing to work with any and every client who comes your way. However, not every client is a good one. The emotional, physical, ...