Referrals are a great form of business leads. The easiest way to get new clients is through referrals from existing customers. People prefer to do business with people they know and trust. When a ...

It is widely recognized within the wealth management industry that accountants referring their clients is an excellent way to grow a practice. At the same time, relatively few wealth managers ...

Your next 10 clients are hiding in your existing customer base. These ChatGPT prompts turn happy customers into a referral ...

Referrals can be invaluable to your advisory business when you're working on building a solid client base. Getting those referrals can be challenging, however, if you're not tapping into the various ...

Referrals are the name of the game. Regardless of the market, everyone is looking for more business. So, are you getting referrals? According to STRATMOR data, only 15% of borrowers choose lenders ...

Artificial intelligence is fast becoming a source for new client leads—as more people use the technology to research complex accounting and finance questions, public models like ChatGPT have started ...

CPAs in small firms face many of the same operational challenges when it comes to running their firms. This is the third in an occasional series highlighting how individual practitioners tackled ...

We all are reeling from the gimmicks and shock unleashed on the public by the meteoric rise of ChatGPT and its ability to imitate humans while giving many of the populus direct contact to AI for the ...

It is pretty accepted that our practices are best grown through referrals, and that beyond our clients it is important to cultivate centers of influence (COI’s) such as CPA’s and estate attorneys.

Referrals are a vital part of recruiting. Not everyone you speak with on the phone will be the right fit for a job, so the best way to increase the number of qualified candidates you’re able to reach ...