In today’s environment, effective succession planning is more crucial than ever. With five generations in the workforce and the "great wealth transfer" set to move an estimated $84 trillion over the ...

Mature indian man shaking hands with financial advisor at home. Happy smiling couple greeting broker with handshake at home. Multiethnic mid adult man and hispanic woman sealing a contract. So you’ve ...

Referrals are a major source of new business for CPA firms, but they aren’t the only way new clients find their next CPA. Finding out how clients found your firm can help you develop strategies to ...

Overall, business development is the leading concern of advisors. Finding new clients is a very or extremely important concern for 79.3% of advisors. This is according to a 2023 survey of 421 advisors ...

Financial advisors are finding client growth and deeper relationships by meeting prospects through digital matchmaking applications reminiscent of online dating app profiles. Processing Content Client ...

One of the biggest challenges when it comes to marketing an event business is finding new clients. It’s natural to want to push forward and connect with as many prospects as you can, but smart ...

Ask any six-figure freelancer about the secret to success, and they'll most likely tell you that it's having "anchor clients." To a freelancer, an anchor client is a client who provides steady, ...

Most professional service providers — including CPA firms — don’t understand why I like to go overboard to deliver an amazing client experience. Let me explain why I think it’s worth it. About 10 ...