Throughout my career, I’ve witnessed business development professionals looking to make a sale by presenting their company’s capabilities or demoing a product. Their approach relied solely on the ...

Each incoming call can be a potential case. That means, first impressions are essential for a law firm’s reputation and growth. Multiple law firms still struggle with missed calls, delayed responses, ...

The client intake process for law firms is one of the most important systems in any legal practice. It determines how ...

Once you've completed a project, it might seem that the client has all the power. If he refuses to pay you for the work you performed, you may feel both frustrated and powerless. While you cannot make ...

Strictly defined, a customer is someone who buys goods or services from a store or business. The word "client" can also mean "customer," according to most dictionaries, but it has a separate ...

Customer versus Client—What’s the Difference? I’m currently listening to E-Myth Mastery by Michael Gerber while driving to and from work. Michael shares the differences between a customer and a client ...

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 ...

What’s a client care program? It’s a value added, after care program in a service-based business. These programs often include access to future services at a flat rate price for a set period of time.

When it comes to client relationships, a one-size-fits-all approach falls short. In my experience, treating all clients uniformly is an ineffective practice that can hamper resource allocation and ...

Traditionally, client accounting services meant that you, the accountant, do most (if not all) of the accounting work for your clients. That means you perform: After-the-fact financial statement ...

Considering the fact that more and more employees are bringing mobile devices into the workplace for business use, firms are pursuing to manage contents that are accessible on those devices to make ...

Osaic, Orion, Falcon Wealth Planning and Carson hire for senior leadership roles, while Great Valley promotes from within.