David Gaffen oversees the stocks team, having joined Reuters in May 2009. He spent four years at the Wall Street Journal, where he was the original writer of the web site's MarketBeat blog. He has ...
Members pictured from left to right. [Image credit: Photos courtesy of the individual members.] The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, ...
Whatever your legal specialty, your existing clients may have potential workers' compensation and Social Security disability cases. By referring such cases to experts in those areas, you can reap the ...
Smart Import's new AI features enable advisors to create new and update existing financial plans faster than ever ...
Making the transition to managed services will be a long-term process. Don’t expect your client base to sign up with services immediately. Chances are they are happy and comfortable with the products ...
Cross-selling is an art, really. Three-in-four sales professionals claim that cross-selling accounts for 30% of their revenue. Accounting firms have untapped potential in their existing client base ...
Working with clients may not always be smooth sailing. The voyage may begin in calm seas, but a squall may disrupt your journey. Being alert and prepared to address unforeseen challenges can represent ...
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