The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Ajit Prabhu At Quest ...

Master techniques for advisors to address financial constraints with clients, covering risk management, tax, and regulatory ...

Not all clients are good for your business. Learn how to identify bad clients, minimize their impact and professionally fire them while protecting your team, finances and reputation. Bad clients can ...

During the COVID-19 pandemic, CPAs worked diligently on behalf of their clients and, in many cases, formed tighter bonds with them. If their clients owned businesses, they may have helped the clients ...

What prompts someone to hire a consultant? You might receive a different answer to that question each time you ask it. If there isn't a straightforward answer, what are the processes to follow and ...

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 ...

Opinions expressed by Entrepreneur contributors are their own. Very few areas of life have been untouched by Covid-19, especially in the world of business. Early on in the crisis, for instance, we saw ...

Many CPAs will have heard the compelling reasons why now is an opportune time to offer client advisory services (CAS). The term “client advisory services” refers to a variety of services CPAs can ...

What if what therapists call client "resistance" is actually wisdom? Learn how reframing client pushback as healthy ...

For most people, a tax return is the most consistent, if not the only, measure of their financial life. Investment statements can be glossed over, credit scores can be ignored, but like clockwork, the ...