In January, like many agencies, we were sitting on top of what we anticipated to be a very big year. We had enlisted the help of a very impactful advisor, and we were making adjustments to staff and ...

With financial information now readily available online, it's easy for people to invest without the middleman (or -woman). As an advisor, you will get hired only if clients like you, trust you and ...

The super-rich (net worth = $500 million or more) and their family offices can be extremely profitable and intellectually rewarding clients for private client lawyers. Not only are various planning ...

We all know that the happiest relationships exist when two parties have a great deal in common. Shared goals, approaches, philosophies and sense of humor all lead to positive relationships, and this ...

You will typically have three essential types of conversations with your clients: the discovery conversation; the educational conversation; and the emotional conversation. Handling these discussions ...

CPAs have been especially busy in recent weeks counseling clients through the sudden economic challenges brought on by COVID-19. Because you’ll be communicating with a large number of your clients, ...

To Clifford Chance, Africa is a land of opportunity, and clients think so too, according to the firm's regional managing partner, Anthony Giustini. "There is more interest in Africa now than ever," ...

Opinions expressed by Entrepreneur contributors are their own. We all know that the happiest relationships exist when two parties have a great deal in common. Shared goals, approaches, philosophies ...