Ahead of Tax Day, annual return filings consume a lot of attention, but advisors and other experts say they pose ...

Asking for referrals should be part of the offboarding experience or a reason to follow up with clients. Include specific instructions or directions to simplify providing a review. Consider a referral ...

Reaching the £1 million revenue milestone is a significant achievement for any accountancy firm. However, sustainable growth ...

In 2017, the LSO responded by overhauling its referral fee policies, implementing caps, requiring clear client disclosure, ...

Real estate pros can grow their network with online giveaways, client events, referral gifts and face-to-face connections.

The American Animal Hospital Association issued guidelines outlining the concepts, roles and communication strategies for a ...

Individuals may also support these initiatives by highlighting the contributions of their peers and diverse attorneys.

Has anyone asked you for a referral before? How did that make you feel? Referral is an industry term. It means “find me a future client.” Done the wrong way, it can make the other person feel awkward.

Referral fees are commonplace in the legal profession where an attorney who refers a client to another practitioner will receive a “fee” at the conclusion of the matter for the case referral. While ...

Tully Williams, fixed operations director at The Niello Company, discusses how to boost service retention through trust and transparency.

Payroll processing is often seen as a straightforward, almost automatic task — but any accountant will tell you it's anything but simple. The ...