Rick Kent is the CEO of one of the fastest growing RIAs in the industry. Since launching his career in wealth management in 1998, he said he has approached the industry as an entrepreneur. At the helm ...

Booking and client management platforms help beauty businesses handle appointments, payments, client records, and marketing ...

Albert Einstein once said: "We cannot solve our problems with the same thinking we used when we created them." As I discussed last month, the better we are at defining the real problems faced by our ...

Wells Fargo advisor Jeff Germain sees himself and his team as problem solvers. When clients call, Germain and his team spring into action. They work overtime to soothe frayed nerves and fix what is ...

An accounting business in Orange County, California found that clients (and their own team) were increasingly frustrated due to inconsistent communication and business processes. Deadlines were being ...

Providing care to parents, spouses, other family members, or friends as they age can be anticipated and planned for in many respects, but unexpected challenges also arise in caregiving. CPA financial ...

Incorporating tax planning into your suite of services could help you attract new clients and provide even more value to the ones you already serve. Proper tax planning allows your clients to hold on ...

Many advisors mistakenly think that managing workplace retirement accounts requires becoming the “representative of record”—or the “plan advisor”—for the entire plan. Others resist citing a litany of ...