Building positive client relationships is the key to the success for any business. However, when you run your business from home, the way you go about building these relationships may look a bit ...

One-off projects can pay the bills, but they don't always build a business. This is what freelancers need to do instead.

There is more than one way to look at any given situation. Our job is often to bring fresh perspective and new ideas to situations where challenges exist. Where is the opportunity in this objection?

Summitry, which recently celebrated its 20th anniversary, began as an investment management firm under Charles Schwab in 2003. Over the years, it has evolved to offer comprehensive financial planning ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

Remember when Zoom fatigue wasn’t even a thing? The pandemic changed how we work almost overnight. According to Statista, the remote worker rate jumped from 13% in 2020 to 27% just two years later.

Driving client engagement is important. With demand for services remaining almost flat, firms are grabbing share of wallet from one another. Not sure what to ask clients? How to build long-lasting ...

The financial industry's accelerating digital transformation has culminated in the adoption of new technologies and processes by financial services firms to remain competitive and meet clients' ...

With the power of the internet and the impact of the Covid-19 pandemic, the world of business services–which includes industries like marketing and consulting–has gone more and more remote. Yet the ...

Although many financial professionals know the value of annuities in protecting their clients’ assets and generating retirement income, they are uncovering another benefit: Annuities are helping them ...

New lawyers often aren't charged with building and maintaining the attorney-client relationship. So they tend to make the mistake of thinking it's the senior partner's job. After all, does a client ...

IMGCAP(1)]Open enrollment is the annual time period where employees enroll in a health insurance policy that they feel best fits their needs for the following year. In today’s economy, accountants who ...