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 ...

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 ...

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. Doretha ...

Landing an informational interview is exciting. Maybe this is someone you’ve always admired, maybe it’s someone you met in college, or maybe it’s just someone who is already in the industry you’re ...