There are two types of client interviews. There are financial planning interviews with existing accounting clients, and then there are conversations with new financial planning prospects who are not ...

A successful estate plan will often require as its foundation a successful financial plan. For example, with longevity risk if the client does not address long term financial planning with an ...

Interviews can be tough. No matter how much you prepare, you just can’t ever predict exactly what questions you’ll be asked. That’s why it’s always interesting to debrief with my clients after they ...

Leveraging interview intelligence has several benefits: • Efficiency And Scalability: These platforms can create structured interview guides. This capability is especially valuable for high-volume ...