Here are seven ways to get ready for a successful first meeting with a new client: Take concrete steps to get prepared before the more detailed client meeting. Review the topics in advance that ...

A Winamac attorney has been disbarred by the Indiana Supreme Court for having sexual relations with three clients. Nathan ...

Blair, an organizational psychologist and president of Los Angeles-based management consulting firm Change Strategists, Inc., regards regular in-person meetings with clients as crucial.

Your review of the questions above will help the project manager run an effective meeting that will result in project budget and authorization to get your project started. Continue with Design Phase ...

Opinions expressed by Forbes Contributors are their own. I empower advisors who want to help donors give in tax-smart ways. It’s the idea that humans find fulfillment and happiness when they ...

Send periodic communications between client meetings. Offer webinars to drive engagement. Invite clients to ask questions about their annual statements, and the fee and performance information ...