An effective client interview is an essential part of the client-advisor relationship. Top financial advisors recognize that, beyond the need to capture financial data about new or existing clients, ...

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 ...

In the last five years, the expert-based business world has been crowded with more of the same thing. Creating something that already exists in the market is easy and feels safe but it is exactly what ...

Most people find talking about their personal finances difficult. That’s why interviewing a new client presents a challenge for both clients and advisors. But by asking the right questions — and ...

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 ...

Graham Robson on how the Client Interviewing Competition promotes interpersonal skills. Like everyone else who studied law in the 70s, I learned black letter law at university. When I asked in the ...

If you create content for clients, the initial stages after they hire you are exciting. You know the possibilities for helping them hit their brand goals with incredible content are far-reaching: ...