Industry Insights from Thomson Reuters Institute, a part of Thomson Reuters. By actively collecting client feedback, your law firm can establish a window to manage and improve client experience and ...

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 ...

Here's the right way to answer when asked how to describe yourself in a job interview.

Successful financial advisors recognize that the interview process can provide them with a deep understanding of their clients’ objectives, motivations and expectations. “The client discovery process ...

Forbes contributors publish independent expert analyses and insights. Robin Ryan, a career counselor & author covers job search & careers. If you are going to make a mistake answering interview ...

Many business and individual clients rely on their CPAs to make sense of tax implications and financial strategies. Clients also turn to CPAs with questions about all kinds of financial matters, ...

Did you freeze up the last time an interviewer opened a question with "Tell me about a time when…"? That's a behavioral interview question, and many interviewees find them tricky to handle. Job ...