Among the most important skills of an estate or financial planner is the ability to know the client, to understand who the client is, where that client stands in relation to the objectives (stated or ...

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 ...

How do you shepherd a client from initial contact to signed contract? We asked seven designers about the journey to the dotted line—including the age-old debate of whether to charge for the first ...