Breaking up is hard to do. And it's even harder for financial advisors who feel the need to cut ties with an active client. As any advisor will quickly admit, it’s not easy landing a new client. Most ...

Building and running a successful business requires a steady flow of revenue and new customers. This is especially true in the beginning stages of building a business. Without a solid client base, you ...

Many CPA firms rely on client referrals for growth. I consider referrals a validation of a satisfied client. Occasionally the lack of referrals is because a client likes you and wants to continue ...

Trust accounting—specifically, the management and recordkeeping of client trust accounts—is an aspect of legal practice that demands meticulous attention. Whether dealing with escrowed funds, ...

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 ...