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 ...

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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 ...

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 ...

Cordless technology to watch movies and shows is one of the most amazing. Where different online platforms are available for people, such as Netflix, Amazon Prime, etc., media servers have their ...

Approach a negotiation as a problem-solving exercise, rather than a combative discussion. Negotiating contracts and terms with clients is a critical aspect of any business engagement. Whether you're a ...

When I ask a group of financial advisors to share their thoughts on an ideal client, I often hear things like “willing to take my advice” or “appreciates our planning approach.” What I’m really after ...

Git is undoubtedly the most used version control system in place. Most of the projects by the largest companies are running on Git repositories. Git not only makes it easier to code for your ...

Opinions expressed by Entrepreneur contributors are their own. You might have the best product in the world, but that doesn’t mean anything if you’re not winning your customers’ love. Let’s take ...

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 ...