Customer versus Client—What’s the Difference? I’m currently listening to E-Myth Mastery by Michael Gerber while driving to and from work. Michael shares the differences between a customer and a client ...

Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

Throughout my career, I’ve witnessed business development professionals looking to make a sale by presenting their company’s capabilities or demoing a product. Their approach relied solely on the ...

How can I prompt clients to refer me to others? How can I prevent lost returns or market volatility from affecting my client relationships? How can I convince my client to follow my advice? Although ...

I was conducting a webinar on the topic of client alerts for some of our business development, marketing and communications professionals the other day and it took me back to six years ago when I ...

When you are just getting started with your business, you’re probably willing to work with any and every client who comes your way. However, not every client is a good one. The emotional, physical, ...

The attorney-client privilege may protect a communication from disclosure if five fundamental elements exist: (1) an attorney; (2) a client; (3) a communication; (4) a confidentiality that was ...

Once you've completed a project, it might seem that the client has all the power. If he refuses to pay you for the work you performed, you may feel both frustrated and powerless. While you cannot make ...

We list the best client management software, to make it simple and easy to organize your sales, quickly come to professional resolutions with clients and better manage your customer base. Client ...

Traditionally, client accounting services meant that you, the accountant, do most (if not all) of the accounting work for your clients. That means you perform: After-the-fact financial statement ...