It’s no secret that competition today is fierce. Add that to the year of the pandemic where many businesses were struggling to survive, and the thought of growth may seem like a stretch goal. However, ...

Financial Planning's Practice and Client Management coverage includes essential advisor-level strategy and operational insight for firms and solo practitioners. Read how elite advisors build retention ...

‘'Even though this is a horizontal capability, we’ll start in industry segments where we have substantial strength and leverage the client zero experience to execute this and rapidly generate value ...

Industry Insights from Thomson Reuters Institute, a part of Thomson Reuters. Hours billed and revenue in the door are still the metrics by which the majority of law firms measure success. And why not?

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

Greensboro: "We've culled our book, but I still find myself getting bogged down with clients that are below my firewall -- I'm most effective as a rainmaker, not dealing with smaller clients," ...

There are tons of ways you can gain new clients and grow your business—online seminars, live events, social media, search engine optimization, television appearances, etc. And while this type of ...

Many accounting firms find that a small fraction of their clients drive the bulk of their revenue, while a large portion contributes relatively little beyond an annual tax return. Processing Content ...