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 ...

In a world where uncertainty is certain, prioritizing people and relationships is an investment no business can afford to ...

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 ...

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

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 ...

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?

New York native and nomad by choice—Emily is a marketing & PR pro, now the founder of the award-winning R Public Relations, New York. Remote work and communication have increased in recent years. The ...

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 ...

It’s about building trust with your clients, understanding their anxieties, and guiding them. Why do we do all this? Strong client relationships are the foundation of a thriving immigration law ...

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' ...

For financial advisors, the new year presents a critical opportunity to move beyond reactive problem-solving and build deeper ...

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 ...