There are two types of client interviews. There are financial planning interviews with existing accounting clients, and then there are conversations with new financial planning prospects who are not ...

Industry Insights from Thomson Reuters Institute, a part of Thomson Reuters. By actively collecting client feedback, your law firm can establish a window to manage and improve client experience and ...

Interviews can serve as powerful tools for connecting with potential clients in business development . This approach involves inviting ideal client prospects onto a show or podcast, focusing primarily ...

Forbes contributors publish independent expert analyses and insights. Mark Murphy covers leadership, hiring and employee engagement. What is a situational interview question? In short, situational ...

A successful estate plan will often require as its foundation a successful financial plan. For example, with longevity risk if the client does not address long term financial planning with an ...

With client service being top of mind for most law firms, it begs the question: how well do attorneys really understand their client relationships? Key relationship partners should have an in-depth ...

Many business and individual clients rely on their CPAs to make sense of tax implications and financial strategies. Clients also turn to CPAs with questions about all kinds of financial matters, ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Katie Miller ...

This is one of the best interview questions to assess skills and culture fit because it shows two things. First, it tests their technical skills and ability to learn. Second, it shows if they have a ...