Define yourself too narrowly, and sooner or later you run the risk of losing relevance, Jeff Grossman and Naz Vahid write.

Accounting firms are currently adopting multiple tools to automate internal processes, streamline client interactions and ...

A productive client conversation should create room for honest dialogue, mutual understanding and a worthwhile outcome for everyone involved.

Strictly defined, a customer is someone who buys goods or services from a store or business. The word "client" can also mean "customer," according to most dictionaries, but it has a separate ...

When it comes to client relationships, a one-size-fits-all approach falls short. In my experience, treating all clients uniformly is an ineffective practice that can hamper resource allocation and ...

When it comes to the advisor-client relationship, research finds that retention and new client acquisitions may depend more on the level of trust a client has in the advisor, than on the advisor’s ...

Q: Dear Ethics Lawyer, I know that in the past you have answered questions about so-called “positional conflicts,” when a ...