Client advisory services (CAS) is the fastest-growing service area for CPA firms, and the rewards can be great. The median growth rate for CAS services was 17% in 2024, and CAS-related revenue is ...

My name means listener. I often ponder if my behavior validates my moniker. I’d like to believe that one day I’ll master the craft of listening. When a client makes a suggestion that seems ...

Not all clients are good for your business. Learn how to identify bad clients, minimize their impact and professionally fire them while protecting your team, finances and reputation. Bad clients can ...

As wealth managers strive to expand their books of business, they work hard to attract the right clientele with marketing programs and referrals from current clients and members of adjacent ...

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 ...

See more of our trusted coverage when you search. Prefer Newsweek on Google to see more of our trusted coverage when you search. While business leaders often face high-pressure situations, negotiating ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

Congratulations, you won (or more likely settled) the case! Your last invoice has been paid, you have closed out the file, and after a handshake from your thankful client, you are ready to move on to ...

SSH, or Secure Shell, is a cryptographic network protocol for operating network services securely over an unsecured network. It's a vital part of modern server management, providing secure remote ...

Charles Schwab & Co. has introduced new branded and differentiated client experiences for High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. Retail clients with more than $1 million in ...