Firms offering client advisory services (CAS) project their CAS-related revenue to double over the next three years, according to a biennial CPA.com report. Median annual CAS revenue rose 61% since ...

Morrow Marketing LLC, the North East Texas agency behind morrow-marketing.com, has formally announced the expansion of its ...

Many CPAs will have heard the compelling reasons why now is an opportune time to offer client advisory services (CAS). The term “client advisory services” refers to a variety of services CPAs can ...

Tampa: “I feel that we're continually asked to cull the bottom of our book,” says Sean. “But what do you consider to be the ideal number of clients for a 21st Century financial advisor?” Sean was ...

What happens when the deal is done, and the project is handed off to the client success team? Here are four ways your client success team can support retention and revenue growth after the sale has ...

This issue is often framed as whether the client has a reasonable belief that the firm still represents it. In this case, the absence of work for the corporate client for a significant period of time ...

When leaders think of how to improve their customer's experience, they often associate this practice with retail or technology services that are digital-first, transactional businesses. While the need ...

In this age of instant communications and frenetic multitasking, financial advisors shouldn’t overlook an old-school respite from the daily grind: the client event. In fact, with spring in bloom, this ...

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 ...