The way a social worker approaches a client interview determines whether the client will open up and whether she'll accept the worker's help. The initial meeting sets the tone for the rest of the ...

An effective client interview is an essential part of the client-advisor relationship. Processing Content Top financial advisors recognize that, beyond the need to capture financial data about new or ...

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 ...

There are two types of client interviews. There are financial planning interviews with existing accounting clients, and then there are conversations with new financial planning prospects who are not ...

Graham Robson on how the Client Interviewing Competition promotes interpersonal skills. Like everyone else who studied law in the 70s, I learned black letter law at university. When I asked in the ...

Law firm leaders may profess to want to know what's on their clients' minds. But not enough are taking the easiest step to figure this out: just asking. It's true that building out a successful client ...

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 ...