Clients often come to an advisory firm with preconceived notions about what we do, who we are and how we can help them. Whether you’re meeting with a prospective client or continuing work with a ...

Managing client expectations is an important but often underestimated skill that young lawyers need to develop. The ability to communicate clearly and effectively manage your client’s outlook will ...

In today's fast-paced and dynamic business world, financial advisors and professionals constantly seek innovative ways to serve their clients better and maintain a competitive edge. A Behavioral ...

We're all dealing with client expectations right now — some reasonable, some unreasonable. Most clients don't care how quickly you complete their returns as long as they have time to review the work ...

The accounting profession has long been anchored in precision, compliance and historical reporting. But as AI-powered predictive tools become more accessible and embedded in firm workflows, client ...