Great client relationships deserve your respect, attention and expertise year-round, our guest columnist writes.

IMGCAP(1)]Referrals and word of mouth remain the strongest marketing tool for tax preparers and other professionals, and as the 2013 tax season looms, here are some valuable tips for preparers to use ...

David Gaffen oversees the stocks team, having joined Reuters in May 2009. He spent four years at the Wall Street Journal, where he was the original writer of the web site's MarketBeat blog. He has ...

Asking asking existing customers to refer them to new prospects is the best way to generate sales leads insurance brokers ...

Numerous stats show that customer retention is a key component of a business's growth strategy. Companies spend a lot on keeping customers coming back for more. However, a lot of companies don't see ...

Reassuring your customer base that you value their business and want them to succeed—whether they’re up or down—is what really matters and builds better partnerships. Members pictured from left to ...

Making the transition to managed services will be a long-term process. Don’t expect your client base to sign up with services immediately. Chances are they are happy and comfortable with the products ...

Cross-selling is an art, really. Three-in-four sales professionals claim that cross-selling accounts for 30% of their revenue. Accounting firms have untapped potential in their existing client base ...

When you sign on a new client, it's a good idea to ask them for copies of their tax returns from the past two or three years, and to obtain a copy of their most recent return when it is completed this ...

The Annual Enrollment Period is the time of year when licensed agents and brokers in the Medicare space receive the most questions from existing and potential clients. From Oct. 15 to Dec. 7, tens of ...