James Loffler is the President of Loffler Companies, a leader in business technology services and solutions across the Upper Midwest. In the dynamic landscape of business and office technology, the ...

What is it that bonds clients to partners when so many alternatives exist? When does a vendor become a strategic partner, no longer at arm's length but seated at the table? As I approach a quarter ...

Success for a financial advisor is dependent on attracting and retaining clients. The key is to create an incredible client service model to deliver an experience for clients that surpasses their ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Leena Iyar Clients expect ...

Business Journals Leadership Trust is an invite-only network of influential business leaders, executives and entrepreneurs in your community. For a service business, a sale isn’t over when the ...

Your success (and your impact on others) is directly related to your ability to create offers that attract your ideal clients and customers. This guide will show you how. Clarifying your offer to your ...

Many CPAs will have heard the compelling reasons why now is an opportune time to offer client advisory services (CAS). The term “client advisory services” refers to a variety of services CPAs can ...

Knowing how to review a tax return is important. The tax return contains clues for how to save clients money—at year-end and all year. And when it’s a potential client, finding savings is a sure way ...