Even in this digital age, study after study shows there’s no replacement for face-to-face interaction with your clients. But client meetings can be a colossal drain of your time — and your client’s ...

Do you still get nervous about client meetings? It happens to the best of us. Every meeting is different, and you can never be entirely sure what the end result will be. But, of course, you would be a ...

Meetings can loosely be defined as conversations with an objective; and this is a fundamental point to remember when attempting to convert your client meetings into new business Meetings can loosely ...

COVID-19 changed the way we all do business. We are no longer guaranteed face-to-face meetings with potential clients and business partners. And maybe there are times we don’t need them. Our session ...

The balance sheet: As financial professionals, we certainly know our way around this report, since it displays a client’s financial assets and liabilities. However, one very important item the balance ...

Over the past decade, I’ve sat through roughly 1,175 PPC client meetings – yes, I did the math. While experience is the ultimate teacher, sometimes the next best thing is learning from someone who’s ...

The “new normal” of virtual client meetings. While COVID didn't create an interest in virtual meetings, it has massively accelerated adoption and improvement of that technology by general population ...

Right in the middle of busy season, many CPAs found themselves forced to change the way they work with clients because of concerns about the coronavirus. How can CPAs maintain great client service and ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

These companies found having a no-meeting week allowed for deep work, reduced distractions and boosted the use of time-saving ...

Perla Images Cape Cod Wedding Photographer today announced the relocation of its primary office to 100 Independence Drive, ...