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 ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Risk and ...

Graham Robson on how the Client Interviewing Competition promotes interpersonal skills. Like everyone else who studied law in the 70s, I learned black letter law at university. When I asked in the ...