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 ...

Forbes contributors publish independent expert analyses and insights. Mark Murphy covers leadership, hiring and employee engagement. What is a situational interview question? In short, situational ...

Asking the Right Questions Can Help Advisors Understand Their Clients’ Needs Matthew Jarrell is the founder of DocSpot Financial. He has 5+ years of experience creating investment, tax, and estate ...

The Annual Enrollment Period is the time of year when licensed agents and brokers in the Medicare space receive the most questions from existing and potential clients. From Oct. 15 to Dec. 7, tens of ...

Starting new client relationships can be stressful. You know very little about their business (since you just started working together), so it’s harder to apply your marketing knowledge. On the other ...

We’ve all had them: questions from clients with answers that seem so obvious to us that they can be difficult to explain. As financial advisors, it’s easy to get frustrated when a client asks ...