This is the 22nd installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Client advisory services (CAS) is the fastest-growing service area for CPA firms, and the rewards can be great. The median growth rate for CAS services was 17% in 2024, and CAS-related revenue is ...

My name means listener. I often ponder if my behavior validates my moniker. I’d like to believe that one day I’ll master the craft of listening. When a client makes a suggestion that seems ...

In today’s rapidly evolving technological landscape, the use of generative AI is gaining currency in the accounting profession. Not only are CPA firms integrating generative AI into administrative ...

For small-business leaders, every client feels like a win. After all, securing new customers is the lifeblood of a growing business. But not all clients are created equal. Some can drain your time, ...

As wealth managers strive to expand their books of business, they work hard to attract the right clientele with marketing programs and referrals from current clients and members of adjacent ...

The artifacts of intentional culture guide our client relationships and are the foundation of building an ever-growing book of business—even in challenging times. The Fast Company Executive Board is a ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

With the growing use of digital technology in practice, mental health professionals (MHPs) need to navigate the complexities of client privacy and technology when considering whether and how to gather ...

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

Congratulations, you won (or more likely settled) the case! Your last invoice has been paid, you have closed out the file, and after a handshake from your thankful client, you are ready to move on to ...

SSH, or Secure Shell, is a cryptographic network protocol for operating network services securely over an unsecured network. It's a vital part of modern server management, providing secure remote ...