Client strategies

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.

A recent study says that when faced with the choice to either imitate or differentiate from a competitor who recently adopted new technology, the choice comes down to the customer.

Reoccurring revenue is changing the landscape for accountants and their firms.