Don’t let these blunders mar your client-feedback strategy
A written questionnaire should be the first step in an in-depth client-feedback program
Charitable efforts can help engage your staff members and your clients — while doing good
Instead of thinking you can overhaul your life to fit an ideal, take small, practical steps
Motivate your team by rallying them around a common purpose
Gathering your team in new surroundings can help generate new ideas
These tools let you focus on what you do best: connecting with your clients and prospects
These business-related books, suggested by members of the financial services community, might give you some valuable ideas for the coming year
Clients are likely to appreciate having potential problems flagged
Podcasts offer an effective and low-cost way to communicate what is unique about your practice to clients