As in many relationships, the continuity of a client / advisor relationship depends on the strength of the connection. Working with a professional advisor who provides the professional guidance and ...

We’ve all had our fair share of client horror stories. There are the clients who expect to host 250 guests on a $15,000 budget, and there are those who feel entitled to call us in the wee hours of the ...

It's 9 p.m., and a demanding client email pings your inbox. Your team is stretched thin, and you want to protect their time, but this is a key client. How do you navigate these pressures? Sometimes, ...

I can almost guarantee that your clients will have a better experience working with you if you mindfully manage their expectations right from the first meeting. Conversely, unless you have ongoing ...