For advisory firms both large and small, responding to prospective client inquiries can require a significant time commitment. A multiperson office may have a full-time dedicated staff member ...

If your clients are like mine, the projects that really get their attention are those that eliminate repetitive tasks or save them time and money. If you can help them with all three, as I did on a ...

If client system management is an issue, that's a symptom of that problem not being taken seriously (either by IT, or the OS/platform developers not providing adequate tools) - it's not an excuse to ...