When implemented well, clear boundaries increase trust, professionalism and client satisfaction. Before you set boundaries, identify the small places where you feel frustrated or overwhelmed. Then, ...

Client advisory services (CAS) is the fastest-growing service area for CPA firms, and the rewards can be great. The median growth rate for CAS services was 17% in 2024, and CAS-related revenue is ...

My name means listener. I often ponder if my behavior validates my moniker. I’d like to believe that one day I’ll master the craft of listening. When a client makes a suggestion that seems ...

Microsoft is announcing some new hardware today, but it’s a bit different from a typical Surface device. The Windows 365 Link, which launches in April for $349, is a mini desktop PC that exists ...

The artifacts of intentional culture guide our client relationships and are the foundation of building an ever-growing book of business—even in challenging times. The Fast Company Executive Board is a ...

See more of our trusted coverage when you search. Prefer Newsweek on Google to see more of our trusted coverage when you search. While business leaders often face high-pressure situations, negotiating ...

This issue is often framed as whether the client has a reasonable belief that the firm still represents it. In this case, the absence of work for the corporate client for a significant period of time ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

Sports agent Jimmy Sexton had a solid day at the office on Friday. Sexton, the co-head of the Creative Arts Agency's football division, represents some of the top coaches in college football, ...

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

Congratulations, you won (or more likely settled) the case! Your last invoice has been paid, you have closed out the file, and after a handshake from your thankful client, you are ready to move on to ...