Advertising and media agencies want to be more involved with development of clients’ business strategy. That is one of the key findings in this year’s survey of North American Effie Awards Final Round ...

Client surveys are an effective method to find out what clients are thinking and also give some the opportunity to vent about what displeases them. I suggest sending all of your tax clients such a ...

During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...

Client satisfaction is critical to the success of any law firm. It is vital that the vast majority of your clients walk away feeling as if they have received competent, communicative and diligent ...

Virtually all top-tier professional service firms make the same boasts. "We have the best lawyers/engineers/architects/physicians, who went to the best schools and ...

Every preparer wants to know what their clients think. The trick is how to find out. Processing Content William Keats, an Enrolled Agent at Keats Tax & Financial Service in North Merrick, N.Y., issues ...

After two years focused on the RIA market, an advisor survey has been expanded to capture insights from a broader cross-section of financial professionals across the advice industry. The Security ...

The WGA is reaching out to personal managers to connect them with writers who are looking for new representation. The move comes nearly five months after the guild ordered all of its members to fire ...

Adding personal financial planning (PFP) services can help a CPA firm attract and retain clients and increase its revenue, the AICPA’s recent Economic Benefit of PFP Services survey found. Almost half ...

A new survey from the Digital Assets Council of Financial Professionals and Franklin Templeton Digital Assets suggests clients and financial professionals are getting more comfortable with crypto, ...