If your business is looking to branch out into a new industry, it can be a challenge when the potential client or the industry as a whole has a complex business model, product or service you may not ...

One of the great gifts you can give to your clients is helping them determine the right amount of life insurance. Most clients have a basic understanding of the purpose of life insurance. However, ...

Working with successful people in general, and family business owners in particular, often means working with highly controlling clients. It comes with the territory. High achievement often ...

Financial advisors have long struggled with a familiar problem: how to explain complex retirement rules in ways clients can actually understand. A new working paper suggests that pairing clear visual ...

Industry surveys consistently show that a significant portion of small business owners communicate with their accountant only ...

Businesses have mixed feelings about their financial data. They can't live with it, they can't live without it, and they don't always understand what all the data before them means. Despite this ...

How can I prompt clients to refer me to others? How can I prevent lost returns or market volatility from affecting my client relationships? How can I convince my client to follow my advice? Although ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Lukas Quanstrom To this ...

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 ...