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client relationships

Donna Leyens hears the following complaint from advisors/consultants all the time. “My clients pay me good money to advise them and then they don’t take my advice.” Perhaps you have experienced this phenomenon in your own life. Click to read more. more

Training Center

Dania Buchanan, Senior Vice President of Growth and Marketing at SmartVault discusses her networking strategies to grow your client list. more

People & Business

How a business represents itself and their employees sets the stage for their client relationships. Mike Giardina breaks this representation into three essential elements: communication, connection and collaboration. more

People & Business

Practice Ignition Allows Businesses to Streamline Client Onboard and Engagement Process

Dom Papaluca, Director at Rise Business Solutions had a cash flow problem. His business, which provided business owners in the area full accounting services, was having a hard time with their billing process. more

Jan 23, 2018 3:15 PM From The Editor

Jetpack Workflow founder David Cristello discusses what may be holding you back from connecting even more with your clients. more

People & Business

Thought leader James G. Herblin, CPA, shares his insights on developing and maintaining client relationships. more

People & Business

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