There are two types of client interviews. There are financial planning interviews with existing accounting clients, and then there are conversations with new financial planning prospects who are not ...

Jim Ruta, former Agency executive manager, keynote speaker and coach at JimRuta.com, shares the best question advisors can ask at the start of a new client interview.

AI technology and DIY online tools are changing the landscape of wills and estates practice. To maintain and grow their practice, lawyers must continue adding value that online resources lack.

You've just started your own business, and are planning to meet your first client this weekend. Not sure how he will react to your price quotation? Will he reject your proposal straight away or give ...