In business, each and every client acquired is a critical element in continued success. Many organizations aim to retain their client base over the long term, but not every client your business ...

Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

Congratulations, you won (or more likely settled) the case! Your last invoice has been paid, you have closed out the file, and after a handshake from your thankful client, you are ready to move on to ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

Advisors often waste considerable time and money on prospecting efforts that don’t lead anywhere. They tend to cast a wide lens, hoping to attract everyone, but that strategy usually leads them to ...

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 ...

For over 20 years, I’ve assisted clients in navigating market fluctuations, tax changes and life transitions. Recently, I’ve encountered a new challenge: helping clients who don’t have a trusted ...

One-off projects can pay the bills, but they don’t always build a business. This is what freelancers need to do instead. Providing ongoing services like retainers, package deals and strategic ...

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 ...

Last year, I lost the best client I’d ever had. Up until they cut me loose, they had been a joy to work with, responsive and excited to collaborate. We shared the same values, which is something I ...

With the upcoming election just a month away, many clients are bringing their political concerns into therapy, and at the same time, we may be feeling increasingly anxious ourselves. As mental health ...