How can I prompt clients to refer me to others? How can I prevent lost returns or market volatility from affecting my client relationships? How can I convince my client to follow my advice? Although ...

Remember when Zoom fatigue wasn’t even a thing? The pandemic changed how we work almost overnight. According to Statista, the remote worker rate jumped from 13% in 2020 to 27% just two years later.

Greensboro: "We've culled our book, but I still find myself getting bogged down with clients that are below my firewall -- I'm most effective as a rainmaker, not dealing with smaller clients," ...

The artifacts of intentional culture guide our client relationships and are the foundation of building an ever-growing book of business—even in challenging times. The Fast Company Executive Board is a ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

It’s easy to say things like “I want to work with someone I trust,” or “I need someone trustworthy to handle my investments.” But sometimes we can use a word so often that we don’t think about what it ...

In an era where customer expectations are higher than ever, integrating artificial intelligence (AI) into client relationships has become a game-changer. AI can significantly enhance client ...

Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in credit-related topics, including credit reports and scores, loans and credit cards, and ...

The financial industry's accelerating digital transformation has culminated in the adoption of new technologies and processes by financial services firms to remain competitive and meet clients' ...

The seven AI tools and plug-and-play prompts I walk through in the video above show how to build the first version of a one-person business in a weekend, without staff or code: Organize client files, ...