As in many relationships, the continuity of a client / advisor relationship depends on the strength of the connection. Working with a professional advisor who provides the professional guidance and ...

Remember Johnny Cash’s song “I’ve Been Everywhere?” Well, that’s me. Started in the Philadelphia area, went to college in New England, moved to California for six years, then Upstate New York for ...

As is true for all relationships, both personal or professional, mutual trust and respect are the foundation for success. This is no less true for the relationship between the client and consultant.

In professional services, trust and discretion are vital, especially in PR and media relations. Firms must carefully assess potential conflicts before engaging with the media, such as referencing ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

In a time when law firms are searching for sustainable ways to grow, it's time to reexamine whether your client relationship partners are truly set up to direct and lead—or merely expected to manage ...

After a season of gathering, many of us see the new year as an opportunity for self-improvement and a time to set both personal and professional goals. While health and fitness historically top the ...

Headlines about market volatility, automation and shrinking budgets are everywhere. Clients aren’t abandoning professional services but scrutinizing every engagement for value. For example, corporate ...

In an era dominated by automated campaigns, instant messaging, and short sales cycles, many organizations prioritize speed ...

Understanding the basic tenets of managing money is critical in today’s economy. Yet too few Americans make an effort to fully understand the vocabulary of finance, leaving them ill-equipped to make ...