Stoy Hall, CFP and founder of Black Mammoth Wealth, shares how he approaches client emails. The secret is to treat every send like a conversation, not a broadcast.

Your best clients leave clues before they leave for good. Spot these 7 warning signs in their LinkedIn behavior and client ...

How Taylor Kovar, financial advisor and founder of 11 Financial, breaks the ice in the first meeting with a client to build ...

An intake form is one of your first introductions to a client, so it’s important to ask the right questions. This week, we ...

Any RIA or advisory practice seeking to grow must weigh the price of its marketing efforts toward prospective new clients ...

Throughout my career, I’ve witnessed business development professionals looking to make a sale by presenting their company’s capabilities or demoing a product. Their approach relied solely on the ...

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 ...

Customer versus Client—What’s the Difference? I’m currently listening to E-Myth Mastery by Michael Gerber while driving to and from work. Michael shares the differences between a customer and a client ...

A hairstylist was baffled by what a long-time client sent her a photo of—but she may have just started a new trend. Whitney, ...