Practice management

The software used by U.S. firms may be top-notch, but their global subsidiaries often deal with paper forms and spreadsheets.

Agencies that have a mobile app are more likely to acquire new clients, according to a Google study.

These steps, including knowing the ideal client, can double business, explains consultant Bill Gough.

Although a convenience when dealing with emergencies or staying in touch with family and friends, constant connectivity can create a tricky situation for employers.

Helping employees make the right choice from among dozens of options is one of the most important services advisers can offer says Connecture’s Joe Donlan.

A chip on the shoulder or always playing it safe will stop career advancement in its tracks, says sales consultant John Graham.

To improve the onboarding experience, co-CEOs Greg Hodges and Peter Mace share how they advise clients through targeted questions.

But indie sellers are also often eager to return after non-compete clauses expire.

New research shows how the education and state government industries see their benefit offerings developing.

It’s often a dreaded process, but advisers have the power to make it less frustrating, says Dynamis CEO Andy Nunemaker.