IMGCAP(1)]Referrals and word of mouth remain the strongest marketing tool for tax preparers and other professionals, and as the 2013 tax season looms, here are some valuable tips for preparers to use ...

David Gaffen oversees the stocks team, having joined Reuters in May 2009. He spent four years at the Wall Street Journal, where he was the original writer of the web site's MarketBeat blog. He has ...

The Annual Enrollment Period is the time of year when licensed agents and brokers in the Medicare space receive the most questions from existing and potential clients. From Oct. 15 to Dec. 7, tens of ...

As Morgan Stanley's earnings continue to plummet, the firm's brokers are doing all they can to weather the market's storm mainly by maintaining their existing client base. "That's what I'm doing," ...

All attorneys, regardless of their level of experience, should realize the importance of cultivating and fostering relationships with other attorneys. This holds especially true when it comes to ...

Cross-selling is an art, really. Three-in-four sales professionals claim that cross-selling accounts for 30% of their revenue. Accounting firms have untapped potential in their existing client base ...

Making the transition to managed services will be a long-term process. Don’t expect your client base to sign up with services immediately. Chances are they are happy and comfortable with the products ...