The PEO Link was founded with a mission to guide businesses through the complexity of professional employer organization (PEO) solutions with transparency, diligence, and long-term advocacy. Since ...

In a recent column, I wrote, “The past decade has seen the rise of ‘strategic’ partner deals with opaque revenue shares, push-button 'black box' trading with murky inventory pools, and a tendency for ...

Risk management, in the words of Sarah Ference, CPA, doesn’t have to be overly complicated or time consuming. “It’s really a mindset,” said Ference, an author of the JofA‘s Professional Liability ...

How Taylor Kovar, financial advisor and founder of 11 Financial, breaks the ice in the first meeting with a client to build ...

With corporate layoffs on the rise, a growing number of professionals are launching their own consulting startups. But competition is fierce and finding that first client can be a challenge. One of ...

Mature indian man shaking hands with financial advisor at home. Happy smiling couple greeting broker with handshake at home. Multiethnic mid adult man and hispanic woman sealing a contract. So you’ve ...

We can now easily track everything from the beginning of the sales funnel to invoicing and payment. It’s much more structured and a powerful single source of truth for our entire sales pipeline.” — ...

A monthly overview of things you need to know as an architect or aspiring architect. Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with ...

I imagine all agency owners and leaders can agree that the more channels or services in a client engagement, the longer we retain that client on average. Of course, not all clients include different ...