An effective client interview is an essential part of the client-advisor relationship. Top financial advisors recognize that, beyond the need to capture financial data about new or existing clients, ...

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 ...

In the last five years, the expert-based business world has been crowded with more of the same thing. Creating something that already exists in the market is easy and feels safe but it is exactly what ...

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 ...

In this episode, we interview Thomas Smith, Direct Energy’s General Counsel and Executive Vice President, North America. Thomas joined Direct Energy from BG Group plc in Houston, where he managed a ...

If you create content for clients, the initial stages after they hire you are exciting. You know the possibilities for helping them hit their brand goals with incredible content are far-reaching: ...

There’s one thing job candidates share with their interviewers: Both are trying to solve a problem. The candidate is looking for career growth or higher pay, and the hiring manager is looking for ...