Companies around the world spend billions of dollars on public relations (PR) each year, and for good reason. Brand awareness, audience engagement and reputation can make or break a company. Consider ...

Forbes contributors publish independent expert analyses and insights. My writing showcases excellence in wealth management. Merrill Lynch senior financial advisor Liz Angelone likes to develop deep ...

All “sexual relations” with clients are forbidden under Rule 1.8(j), unless a consensual relationship existed between the attorney and the client when the attorney-client relationship commenced.

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

Headlines about market volatility, automation and shrinking budgets are everywhere. Clients aren’t abandoning professional services but scrutinizing every engagement for value. For example, corporate ...

In today's world, building strong relationships with clients is more critical than ever, especially for CPAs and accounting firm owners who want to improve client retention. Surveys show that clients ...

Discover how AI can help financial advisors scale their practice while maintaining a human touch. Automate tasks, boost ...

This past year generated untold layers of grief throughout our society. Today, we focus on one pervasive grief trigger: relationship loss. First, I’ll help you understand more about how this type of ...

The advisor-client relationship is critical to both parties’ financial success. Building these relationships is key, but understanding what breaks these relationships down is equally as important. In ...

Contractors face new challenges today. Clients want transparency, efficiency, and reliability. How can tech help? Simple: use it to bridge gaps. Imagine an interactive portal where clients see project ...