When implemented well, clear boundaries increase trust, professionalism and client satisfaction. Before you set boundaries, identify the small places where you feel frustrated or overwhelmed. Then, ...

Creating a roadmap is one of the most impactful initiatives we undertake for our clients. This comprehensive project offers ...

With an estimated two million licensed real estate agents in the US, it’s never been more important to stand out in a memorable way. When you meet someone in person, that’s easy — you’ll win them over ...

Many CPA firms rely on client referrals for growth. I consider referrals a validation of a satisfied client. Occasionally the lack of referrals is because a client likes you and wants to continue ...

Rodolfo Delgado, CEO & Cofounder of Replay Listings, is an architect, entrepreneur and real estate enthusiast with a passion for tech. Political uncertainty and global events often create hesitation ...

It's a common challenge for small businesses: You have the expertise, the ambition and the ability to deliver results, but ...

Not all clients are good for your business. Learn how to identify bad clients, minimize their impact and professionally fire them while protecting your team, finances and reputation. Bad clients can ...

Convey your customer choices with your positioning, vetting, aligning expectations, choosing not to renew, or walking away as ...

Clients increasingly view their accountants not just as compliance partners, but as essential growth engines. They don't just need a tax return and help with compliance, they need a strategic partner.