Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

When you consider the last five years in the financial planning industry, what are the big topics that come to mind? What about the last 10 years? For me, technology is at the top of the list. We’re ...

Headlines about market volatility, automation and shrinking budgets are everywhere. Clients aren’t abandoning professional services but scrutinizing every engagement for value. For example, corporate ...

All “sexual relations” with clients are forbidden under Rule 1.8(j), unless a consensual relationship existed between the attorney and the client when the attorney-client relationship commenced.

Your best clients are a joy to work with. They pay your full fee, respect your time, and treat you as an equal. But some prospects test your boundaries, demand discounts and expect everything right ...

Client retention is a top priority for media and advertising agency leaders, especially as they operate amid unrelenting economic pressures and face an increasingly unpredictable future (thank you, AI ...