As in many relationships, the continuity of a client / advisor relationship depends on the strength of the connection. Working with a professional advisor who provides the professional guidance and ...

I can almost guarantee that your clients will have a better experience working with you if you mindfully manage their expectations right from the first meeting. Conversely, unless you have ongoing ...

We’ve all had our fair share of client horror stories. There are the clients who expect to host 250 guests on a $15,000 budget, and there are those who feel entitled to call us in the wee hours of the ...

As AI becomes embedded in finance operations, especially through agentic systems that act on behalf of organizations, the ...

It's 9 p.m., and a demanding client email pings your inbox. Your team is stretched thin, and you want to protect their time, but this is a key client. How do you navigate these pressures? Sometimes, ...

There’s a reason I feel so strongly about professional boundaries, and why it’s the first thing I tackle with new mentoring clients. I spent years having zero. I worked in a cutthroat industry for ...

A flurry of recent lawsuits by law firms seeking to recoup allegedly unpaid fees from clients detail the strains that can be placed on the attorney-client relationship. Collection cycles at law firms ...