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How often are you asking your clients about what they care about most: their kids, their grandkids or their pets?
April 3L&H CPAs and Advisors -
Don't underestimate how important it is for clients to feel like they've been heard, particularly in financial planning.
March 3Arrowroot Family Office -
Practitioners share what they tell clients who insist on preparing their own tax returns.
February 28 -
Plus, Intuit launches TurboTax Live Full Service en Español; Sage rolls out new product enhancements for 2023 release; and other tech news.
February 24 -
A recent survey finds that most accountants describe themselves as either ahead of the curve on tech adoption or at least keeping pace.
February 22 -
If you devote just 30 minutes a day for 30 straight days toward a goal — no excuses — you'll be amazed by your progress.
January 6L&H CPAs and Advisors -
People do not react more positively to a cheerful chatbot than a neutral one except under specific circumstances, says a recent study.
December 22 -
Just like the ballet, every interaction with a client is a performance.
December 16L&H CPAs and Advisors -
And client portals are a central part of their strategy for making it easier to share information back and forth.
December 15 -
Clients are increasingly demanding a more technologically-connected practitioners who is well-versed in digital communications and security.
December 13