Two recent events smacked me in the face as "ah-ha" moments. The first occurred during a discussion with one of our coaches about an elite wealth management team he was instructing; the second was a ...

The economic crisis has damaged revenues, business plans and most importantly, the trust of wealth management clients. According to an extensive survey conducted by PriceWaterhouseCoopers and released ...

In today's world, building strong relationships with clients is more critical than ever, especially for CPAs and accounting firm owners who want to improve client retention. Surveys show that clients ...

What is Customer Relations Management? Customer Relations Management (CRM) is a process designed to provide the Garrison Commander with comprehensive and integrated Voice of the Customer feedback from ...

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 ...

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Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...