Learn how to deliver valuable tax planning to every client, not just the wealthy. This webcast reveals tech-driven strategies to scale your services.

Do you want to differentiate your firm from the competition while adding value to your client relationships? Then you should focus attention on an area that is ignored by most advisors: client ...

Every service firm leader I’ve engaged with in the last 20 years says, “We know who we serve.” Yet when I request that they describe their ideal client's top five goals, opportunities and challenges, ...

ATLANTA, June 13, 2011 (GLOBE NEWSWIRE) -- Client Profiles, one of the leading providers of CRM software for the professional services market, introduced CRM4Accounting at the AICPA Practitioners ...

Let’s say you’re my client, and that I know your name, your address, your Social Security number and other account numbers. I know the whereabouts of those accounts and the balances within them. I ...

A few weeks ago, I did a post on identifying bad clients and knowing when to fire them. In the emails and comments that followed, many of you mentioned the flip side of the coin - building a business ...

While some businesses grow through brilliant integrated marketing strategies, others are able to maintain a high level of success mainly through word-of-mouth referrals. Personal referrals are serious ...

ATLANTA, Jan. 31, 2011 (GLOBE NEWSWIRE) -- Client Profiles, a global provider of case management, financial management and CRM software to leading law firms, announced today that it has acquired New ...

A few weeks ago, I did a post on identifying bad clients and knowing when to fire them. In the emails and comments that followed, many of you mentioned the flip side of the coin - building a business ...