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Live Breaking News & Updates on Client acquisition

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In the blogs: Drilling down

Draft of the new 1040; the rich get caught, too; how to speak accounting; and other highlights from our favorite tax bloggers.

Boyum-barenscheer , Institute-on-taxation , Tax-pro-center , National-taxpayer , Rosenberg-associates , Tax-foundation , National-association-of-tax-professionals , Economic-policy , Tax-times , Inflation-reduction-act , Taxpayer-advocate , Tax-professionals

C O R R E C T I O N -- WeGift

In the news release, WeGift Closes First Half of 2022 on a Tear, Achieving Major Milestones in Brand Catalog, Team Growth and Client Acquisition and Retention, issued 04-Aug-2022 by WeGift over

London , City-of , United-kingdom , Kostenloser-wertpapierhandel , Aron-alexander , Prnewswire-wegift , Joel-tobias , Dick-sporting-goods , Team-growth , Vodafone , Wegift-closes-first-half , Achieving-major-milestones

Mastermind groups: Setting the table

The group can be a highly effective way to build your business and raise your stature as a thought leader and trusted advisor.

Practice-management , Business-development , Client-acquisition , Mentoring ,

Art of Accounting: 6 types of referral sources, positive and negative

The best referral sources are existing clients, unless they aren't pleased.

Practice-management , Referrals , Client-relations , Client-acquisition , Ed-mendlowitz ,

4 B2B content marketing strategies that get results for firms

Many professional service firms don’t realize that many referrals come from people who aren’t paying clients.

Practice-management , Digital-marketing , Client-acquisition , Business-development ,

What's on the agenda for INVEST 2022 | Financial Planning

New technology, cryptocurrency, sustainability and other trends within the financial world are on the docket at this year’s conference.

New-york , United-states , Financial-planning , Hilton-midtown , Fintech , Practice-management , Client-acquisition , Portfolio-management , Esg , Growth-content ,

Removing friction from the buying process

Don’t make it hard for people to do business with you.

Jeff-bezos , Google , Ruby-receptionists , Amazon-prime , Practice-management , Client-communications , Client-acquisition , Client-relations ,

Invesco Launches Practice Innovation Index, Powered by Cerulli Associates, Designed to Help Financial Professionals Evaluate Their Businesses

/PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, and Cerulli Associates, a leader in market intelligence and consulting...

Boston , Massachusetts , United-states , London , City-of , United-kingdom , Singapore , Jamie-braverman , Karleen-fallon , Asher-cheses , John-mcdonough , Invesco

Great Job Near University of Houston! Client Associate

University of Houston students can now apply for the following job: "Client Associate"

Houston , Texas , United-states , Entry-level-client-associate-team , A-high-school , Customer-service , Entry-level-client-associate , Level-client-associate-responsibilities , Client-associate , Level-client-associate-qualifications , Client-acquisition

Should You Be Using a Robo-Advisor?

These seven questions can help you decide if robo-advice is right for you.

United-states , Monte-carlo , Capital-one , Ellevest-inc , Cerulli-associates , Vanguard-personal-advisor-services , Advisor-landscape , Seriesi-savings-bonds , Capital-one-investing , Certified-financial-planner , Fidelity-personalized-planning , Schwab-intelligent-portfolios-premium