Industry Insights from Thomson Reuters Institute, a part of Thomson Reuters. By actively collecting client feedback, your law firm can establish a window to manage and improve client experience and ...

Here's the right way to answer when asked how to describe yourself in a job interview.

A successful estate plan will often require as its foundation a successful financial plan. For example, with longevity risk if the client does not address long term financial planning with an ...

Successful financial advisors recognize that the interview process can provide them with a deep understanding of their clients’ objectives, motivations and expectations. “The client discovery process ...

In the last five years, the expert-based business world has been crowded with more of the same thing. Creating something that already exists in the market is easy and feels safe but it is exactly what ...

Many business and individual clients rely on their CPAs to make sense of tax implications and financial strategies. Clients also turn to CPAs with questions about all kinds of financial matters, ...