Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

We list the best client management software, to make it simple and easy to organize your sales, quickly come to professional resolutions with clients and better manage your customer base. Client ...

Person-centered therapy, also known as Rogerian therapy or client-based therapy, employs a non-authoritative approach that allows clients to take more of a lead in sessions such that, in the process, ...

Furthermore, your client will see that your advice and interest in the success of their business is not simply narrowed down to how you can make money by offering a service to them, but rather that ...

When I ask a group of financial advisors to share their thoughts on an ideal client, I often hear things like “willing to take my advice” or “appreciates our planning approach.” What I’m really after ...

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. Risk and ...

Considering the fact that more and more employees are bringing mobile devices into the workplace for business use, firms are pursuing to manage contents that are accessible on those devices to make ...

CMO at Smith, Gambrell & Russell, LLP. She is passionate helping individuals develop their brand and implement marketing and BD strategy. Client engagement is critically important as companies find ...