Interviews can serve as powerful tools for connecting with potential clients in business development . This approach involves inviting ideal client prospects onto a show or podcast, focusing primarily ...

There are two types of client interviews. There are financial planning interviews with existing accounting clients, and then there are conversations with new financial planning prospects who are not ...

Interviews can be tough. No matter how much you prepare, you just can’t ever predict exactly what questions you’ll be asked. That’s why it’s always interesting to debrief with my clients after they ...

We've all had clients that were extremely difficult to deal with. Some of them may not understand that what they want is too much for their budget. Others expect you to make things happen with ...