Clients work with you because you are their trusted advisor. You bring value to the client-advisor relationship in myriad ways and, hopefully, you are fairly compensated for the work that you do on ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

I imagine all agency owners and leaders can agree that the more channels or services in a client engagement, the longer we retain that client on average. Of course, not all clients include different ...

If you were to ask a hundred people on the street what a financial advisor does, their answer would likely be something to the effect of “someone who manages or invests money.” While this answer would ...

Integrated IP, an Australia-based multidisciplinary intellectual property firm, was founded only four years ago but has already made waves in the market. The firm, which started life in Western ...

Mike Santoro, president of Walker Sands: Internal misalignment on the ideal marketing programme makes it extremely challenging for us as agencies to develop an effective strategy. If the CEO wants to ...

What makes for the most appropriate and personalized solutions? Advisors can only provide that and determine suitability when you know your client (KYC) – and also know your products (KYP).

What clients value and what accountants believe they value are often worlds apart. In this impactful Day Two keynote, Joe Woodard challenges accountants to rethink their approach to value and ...