In a perfect world, all businesses would be operating from a place where their client-centric business strategy also fully supports its internal team. I mean, that would be nice, right? The reality is ...

For the advertising or marketing agency that has put in the hard work to earn a new contract with a client, these are the tough conversations: What starts as a manageable and profitable scope of work ...

How can I prompt clients to refer me to others? How can I prevent lost returns or market volatility from affecting my client relationships? How can I convince my client to follow my advice? Although ...

Born in Omaha, Nebraska, Stoy graduated from Drake University with a BSBA in finance and a minor in business law and insurance. A former college athlete and teen development officer at the Boys and ...

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 ...

One-off projects can pay the bills, but they don’t always build a business. This is what freelancers need to do instead. Providing ongoing services like retainers, package deals and strategic ...

Client segmentation often conjures up administrative hassles, but when implemented correctly, it can become a powerful engine ...

Carolyn McClanahan, CFP, MD, is the founder and president of Life Planning Partners, Inc. She is a contributor to CNBC, Investopedia, New York Times, Wall Street Journal, and Washington Post, and a ...

Personal, authentic, and consistent emails are more likely to engage clients and improve open rates. Specific, timely subject lines and concise content help clients see immediate value in your emails.