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 ...

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 ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Katie Miller ...

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 ...

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 ...

[IMGCAP(1)]Many firms have lost a top-ten client to a competitor during the past year. Most of these firms subscribed to the “no news is good news” theory. However, looking back, they usually learn ...