Stoy Hall, CFP and founder of Black Mammoth Wealth, shares how he approaches client emails. The secret is to treat every send like a conversation, not a broadcast.

Throughout my career, I’ve witnessed business development professionals looking to make a sale by presenting their company’s capabilities or demoing a product. Their approach relied solely on the ...

Stuck on what to post. Imagine your dream client across the table and tell them what you wish every prospect understood. Here ...

Raymond James unveiled a new client platform for its advisors and announced the launch of an artificial intelligence learning ...

Strictly defined, a customer is someone who buys goods or services from a store or business. The word "client" can also mean "customer," according to most dictionaries, but it has a separate ...

Any RIA or advisory practice seeking to grow must weigh the price of its marketing efforts toward prospective new clients ...

Customer versus Client—What’s the Difference? I’m currently listening to E-Myth Mastery by Michael Gerber while driving to and from work. Michael shares the differences between a customer and a client ...

Traditionally, client accounting services meant that you, the accountant, do most (if not all) of the accounting work for your clients. That means you perform: After-the-fact financial statement ...