While word of mouth, digital marketing and professional networks are still the main ways accounting firms promote themselves, an entirely new path has emerged over the past few years: AI. With more ...

Focus Financial, which has worked to unify its national footprint of advisors, is rolling out a new advisor and client wealth portal for its $95.9 billion Focus Partners Wealth division. Some Focus ...

Growing a successful advisory business starts with one essential strategy: meeting new people and turning them into clients. It’s that simple. In my role as Commonwealth’s chief advisor growth officer ...

When a new client signs on, most agencies will rush to learn as much as possible—about the brand, its market, its goals and the people behind it. However, the smartest agencies don’t build strategies ...

Ronald C. Minkoff, a partner at Frankfurt Kurnit Klein & Selz, writes that few areas of professional responsibility law prompt as many inquiries from lawyers and clients as the seemingly simple act of ...

One-off projects can pay the bills, but they don’t always build a business. This is what freelancers need to do instead. Providing ongoing services like retainers, package deals and strategic ...