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 ...

A successful estate plan will often require as its foundation a successful financial plan. For example, with longevity risk if the client does not address long term financial planning with an ...

Many business and individual clients rely on their CPAs to make sense of tax implications and financial strategies. Clients also turn to CPAs with questions about all kinds of financial matters, ...

Over the last 20 years of speaking to clients, I’ve developed a list of questions that have been instrumental in fostering better long-term relationships. There are many questions you can ask, but ...

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. Doretha ...