Client communications

Art Kuesel on the importance of following-up with clients after the most hectic time of the year.

The “health challenges” that firms face typically revolve around one or more of four main areas.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

With client expectations changing rapidly, Inovautus Consulting’s Sarah Johnson Dobek explains how firms need to improve the experience they offer.

If you don’t want to drop difficult clientele, try giving them priority care so they won’t pester you so much.

With the new tax law now a reality, the upcoming tax season is the perfect time to showcase your value as a true trusted advisor to your clients.

Artificial intelligence is on a fast track to peak-hype status.

Did you ever think about your value to your clients and what they are paying you for?

Simple steps to spending all day with your favorite, most profitable clients—who happily refer you to their peers.

“Tis the season for fee increases” is a song I hum every year in late December. This has always been a good time for me to review the year and fee structure with clients.

Price is a one-dimensional sales pitch. Your firm is either the lowest priced or you’re not.

Mail or forward information to clients to let them know they are on your mind.

I had a meeting recently with an accountant and was led into his office while he was on the phone. I overheard him telling a client that he wouldn’t be able to get his work done as promised because his humongous client needed something done right away, and “you know how that is!”

Thanks to technology, we see clients less, but speak and interact with them more, maintaining and strengthening the relationship.

Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.

How would your firm's culture change if your best clients were always in the room?

What's the best way to evaluate the performance of your firm's employees?

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

Users can pull pertinent information from their email straight into Xero HQ.

Clients can obtain a loan from the payment portal company, while the firm gets paid in full.