Client strategies

It's time to shift your focus from the transactional to the relational.

There will always be both business owners and individuals who drag their feet on different elements of their financial planning.

If clients don't know what their future selves look like, they can't finish the planning process. That's where you (and behavioral finance) come in.

Tax professionals may be unaware of the potential benefits that can be gained by partnering with a wealth manager.

Firms need to operate more like football teams than loose collections of golfers.

Most of your clients need added services. Your ability to capture those revenues will depend on your ability to show the client the value they will receive.

Subscription and value-pricing models may mean you stop billing by the hour, but they don't mean you have to stop knowing what staff are doing.

Get to know your best clients again.

When asking if knowledge in the hands of your clients is helpful … the argument can go both ways.

Seven ways to attract the right clients — and let go of the rest.

Our favorite ideas, insights, strategies, tactics and best practices from the AICPA's Engage conference.

Did you spend your time on significant initiatives that will move your firm forward — or did you keep focusing on the low-hanging fruit that's easy to reach?

Can you run a profitable firm charging clients less than $200 per month?

Your firm aligns closer to your vision when you focus on your clients.

Here's what I learned from NFL players about helping clients adjust to the next stage in life: Become a transformational advisor.

If you want to charge concierge-level fees for your service, then you must provide concierge-level access.