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

Accounting practice management solutions provider Canopy announced AI-powered upgrades to its Smart Intake solution designed to propose, collect and deliver work within a single centralized solution.

Client questionnaires should be a part of the ordinary lawyer-client relationship. They are a useful way of obtaining client opinions of certain non-legal issues involving representation. Client ...

Here, I demonstrate a few elements of my typical process with a client who wants to change careers. In advance of the first session, the client emails me their answers to a probing new-client ...

Bad clients destroy businesses. They haggle over prices, question every decision, and make you dread checking your inbox. Your energy tanks after every call. Your best work goes unappreciated. What if ...

OLDWICK, N.J.--(BUSINESS WIRE)--A.M. Best has announced that the 2017 statement-year Supplemental Rating Questionnaire (SRQ) will be available for completion through the Client Rating Portal ...