“It’s a natural way to cultivate new client relationships.” Kristine McManus at Commonwealth Financial Network in Waltham, Mass., goes a step further. She recommends sending an email to ...

Actually, that isn't technically true. You should sell the information if you want to win clients and influence referrals. Here's how. 1. Follow Dale's lead. Unfortunately, many sales and ...

Here are some “dos” and “don’ts” for CPAs to consider in advising clients on how to get funding from a VC ... or send the plan only to top-notch firms. Avoid Spam e-mail. Business plans spewed to ...

If a Scrooge client is scaring the dickens out of you, don’t let it spoil your holiday season. A visit from the Spirit of Business Past, the Spirit of Business Present, and the Spirit of ...