CPA at Centaur Digital Corp, helping busy business owners decrease the amount of time and energy needed to manage their accounting system. Harlan has had a few successful years as an insurance ...

If you want a powerful value proposition, talk about what your client wants to do, accomplish, or become. Describe a future state of being the client desires. This attraction is one of the reasons ...

Tax season has the largest concentration of clients and presents the best opportunity to find out what clients think about your services. It also creates an opportunity for additional services.

(MENAFN- EIN Presswire) UpSlide and Intapp today announced a partnership that makes it easier for investment banking professionals to create high-quality client materials, faster. Working with Intapp ...

There is much discussion within the wealth management industry as to whether the massive influx of private equity has had a positive impact on client deliverables or a negative one. Has the outside ...

As more advisors recognize the value of holistic planning in better serving and, perhaps more importantly, strengthening relationships with clients, the so-called ‘family office experience’ has become ...

Bombarded by client requests. Eager for work so unwilling to say no. Excited by the prospect of success. Ultimately wearing multiple hats for multiple clients. And then reality hits. Yep, disjointed ...

LOS ANGELES--(BUSINESS WIRE)--Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth financial planning and investment software, today announced a ...

Email is one of the most popular ways creatives and clients converse, but unfortunately it wasn’t built for us. Throughout the design process, communicating with clients can be terribly cumbersome, ...