There are two types of client interviews. There are financial planning interviews with existing accounting clients, and then there are conversations with new financial planning prospects who are not ...

Industry Insights from Thomson Reuters Institute, a part of Thomson Reuters. By actively collecting client feedback, your law firm can establish a window to manage and improve client experience and ...

Interviews can serve as powerful tools for connecting with potential clients in business development . This approach involves inviting ideal client prospects onto a show or podcast, focusing primarily ...

A successful estate plan will often require as its foundation a successful financial plan. For example, with longevity risk if the client does not address long term financial planning with an ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Katie Miller ...

Interviews can be tough. No matter how much you prepare, you just can’t ever predict exactly what questions you’ll be asked. That’s why it’s always interesting to debrief with my clients after they ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Doretha ...