Advising clients who are entering the empty nest phase requires an approach that's both strategic and tactful. Clients may ...

It is well known that attorneys owe a duty of confidentiality to their current or former clients. But what about those prospective matters that never lead to a retention? A potential client may meet ...

Kent encourages advisors to help clients reduce concentrated positions and avoid large capital gains by using appreciated assets to fund charitable goals. After estimating the tax savings for one ...

When I'm not writing about specialty medical marketing or recording episodes of the Ailm Practice Education Series, I like to explore ideas that spark personal and professional growth. These musings ...

SALT LAKE CITY--(BUSINESS WIRE)--Suralink, the leading client collaboration platform for accountants, today released its Inside the Client Experience report, an industry study examining how clients ...

Discover techniques to improve your cold calling strategy and effectively engage clients, boosting your business acumen and building long-lasting relationships.