The Whole Client Model is an empirically derived profiling mechanism gleaned from the best practices of leading ultra-successful professionals. When used correctly, this process helps them gain an ...

As advisory firms grow beyond the founder‑led phase, many enter a quiet crisis as they discover that a one‑size‑fits‑all ...

Darren Root, chief strategist at Right Networks, offers a new framework for executing on your firm's business model — if you have one. Welcome to On the Air with Accounting Today, I'm editor-in-chief ...

When someone seeks out a professional service, they’re searching for the provider who can best address their current needs and, hopefully, provide sustainable solutions going forward. Likewise, ...

When I ask a group of financial advisors to share their thoughts on an ideal client, I often hear things like “willing to take my advice” or “appreciates our planning approach.” What I’m really after ...