We’re always looking for ways to build better relationships with our clients — especially with our best clients. I have heard so many options and ideas, and yet, we’re missing the low-hanging fruit ...

People talk about the “dog days of summer” and the “summer doldrums.” If the heat wave had broken in your part of the world, you might be thinking this is the time to spend time with your children.

These days, few advisors become enthused when told a client is on the phone. Bull or bear, they know their going to be growled at, charged, trampled and for sure feel bitten. In just the last few days ...

Accountants spend a lot of time communicating with clients during busy seasons, and outside those active times, picking up the phone and calling clients again may be the last thing they have in mind.