IMGCAP(1)]Referrals and word of mouth remain the strongest marketing tool for tax preparers and other professionals, and as the 2013 tax season looms, here are some valuable tips for preparers to use ...

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 ...

Numerous stats show that customer retention is a key component of a business's growth strategy. Companies spend a lot on keeping customers coming back for more. However, a lot of companies don't see ...

It’s no secret that competition today is fierce. Add that to the year of the pandemic where many businesses were struggling to survive, and the thought of growth may seem like a stretch goal. However, ...

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 ...

The Annual Enrollment Period is the time of year when licensed agents and brokers in the Medicare space receive the most questions from existing and potential clients. From Oct. 15 to Dec. 7, tens of ...

As most successful financial professionals know, one of the keys to running a thriving practice is not only to attract and maintain a steady stream of clients, but to also tap into those clients to ...

Everyone wants to be a rainmaker. Television shows and movies romanticize the concept of the big-time attorney with the mahogany office that just cannot seem to hang up the phone because business is ...

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 ...