CEO at The Ascendant Group “Business isn’t just B2B or B2C anymore. It is now H2H, human to human connectivity.” – Raoul Davis To continue reading this ...

This article was originally published on futurevault.com. As the younger generation begins to enter and embrace their prime earning years where they will join the ranks of the high-net-worth, they’re ...

Ahead of Wealth Management EDGE, Ritik Malhotra speaks about the instant gratification fueled by technology. Instant gratification has become a hallmark of our fast-paced digital era, where tasks such ...

Clients often come to an advisory firm with preconceived notions about what we do, who we are and how we can help them. Whether you’re meeting with a prospective client or continuing work with a ...

The changing times and an economy in constant flux are causing clients to shift expectations for their accounting firms. Practices that evolve to meet these expectations will gain a significant ...

There isn’t much I dislike about Web marketing, but dealing with clients whose expectations don’t align with reality has to top the list. While many might gripe and complain that the client “just ...

Clients don’t always know what goes into the work they’re hiring you to do. While every business wants to provide top-notch service, some clients simply have unrealistic expectations. Whether it's an ...