In today’s rapidly evolving financial services landscape, traditional client portals—once simple document repositories—are no longer sufficient. Modern portals are dynamic platforms that enhance ...

In my last article, I explained the value of having a concise, well-organized agenda to keep client meetings on track. Now that you’ve had a great meeting, it’s essential to follow up on your promises ...

As CPAs, our greatest value comes from working directly with clients. Every minute counts. As discussed in my earlier articles in this series, you need to own the meeting process and know the two most ...

Do you still get nervous about client meetings? It happens to the best of us. Every meeting is different, and you can never be entirely sure what the end result will be. But, of course, you would be a ...

Modern solutions are powered by technology that enhances accessibility and efficiency. This includes: Client Portals & AI Chatbots: Providing 24/7 access to case information and answering basic ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. After more than two years of pandemic-driven disruption, the workplace has stabilized. Most ...

LPL Financial has unveiled its latest proprietary technology designed for its network of 17,000 advisers to shave off time spent preparing for meetings with investor clients. Meeting Manager is ...

The COVID-19 pandemic has changed our lives in innumerable ways—from how we teach our children, to how we interact in public, to how we manage our finances. Faced with a year unlike any other, many ...

I was going on four professional coffee dates and averaging one new client a week, and it’s thanks to these four guiding principles. I developed the habit of reviewing four intentions, which we called ...

Meetings around tax filing deadlines are a regular chance to connect with clients, but they can be more than just a check-in. They’re a prime way for accountants to glean information that can affect ...

The tech can be smart and speedy, but also tone deaf when it comes to picking up the nuance of client conversations.