I am thinking about going into business with another business that has an existing client base of 250 customers. The potential partner states that this would be part of his investment. He has stated ...
David Gaffen oversees the stocks team, having joined Reuters in May 2009. He spent four years at the Wall Street Journal, where he was the original writer of the web site's MarketBeat blog. He has ...
Members pictured from left to right. [Image credit: Photos courtesy of the individual members.] The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, ...
Whatever your legal specialty, your existing clients may have potential workers' compensation and Social Security disability cases. By referring such cases to experts in those areas, you can reap the ...
The Treasury Department privately encouraged banks to prioritize existing clients when implementing the federal government's Paycheck Protection Program, which provided coronavirus relief to small ...
As most successful financial professionals know, one of the keys to running a thriving practice is not only to attract and maintain a steady stream of clients, but to also tap into those clients to ...
Making the transition to managed services will be a long-term process. Don’t expect your client base to sign up with services immediately. Chances are they are happy and comfortable with the products ...
Cross-selling is the lifeblood of every professional services firm. It's also the bane of accounting firm partners saddled with time-intensive tasks. As with so many critical business activities, the ...
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