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When discussing their best clients, advisors usually talk about their most profitable and largest clients. Generally, these clients are one, more likely two, standard deviations away from their usual ...

Most CPA and accounting firms are busy these days. But having enough work doesn't always translate to profitability. There are multiple factors that affect profits, of course. And who would know this ...

This first part of a two-part series by Maggie Miller focuses on defining clients through two complementary lenses: Target Client Profiles and Client Segmentation. Law firms today operate in an ...

We extend a special thank-you to Leslie Groene, President, Groene Consulting, for contributing this information. Leslie is a keynote speaker at the 2014 Print Leadership Summit. “Treat others as you ...

Marc Rogers, Founder/CEO of Producers Prospect, is a financial advisor, coach and industry leader with over 20 years of experience. In an increasingly crowded advisory marketplace, sustainable growth ...