The client intake process for law firms is one of the most important systems in any legal practice. It determines how ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. If you are a consultant ...

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 ...

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, ...

Not all clients are good for your business. Learn how to identify bad clients, minimize their impact and professionally fire them while protecting your team, finances and reputation. Bad clients can ...

Financial advisors continue to face challenges in attracting new clients, even as satisfaction levels among existing clients remain high, according to a new report from Cerulli. In its latest US ...

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 ...

When most people think about exploring their past to better understand their current problems, they likely picture a session with a therapist. However, coaches also sometimes find that in certain ...

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 ...

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 ...

As mental health professionals (MHPs), our ethical codes suggest that we should prioritize our client’s welfare (ACA, 2014, s.A.1.a; NASW, 2021, s.1.01; APA, 2016, Principle B). The ethical principle ...