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 ...

Interviews can serve as powerful tools for connecting with potential clients in business development . This approach involves inviting ideal client prospects onto a show or podcast, focusing primarily ...

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.

The government was elected in a landslide victory in July 2024 on a promise not to raise taxes on income for working people ...