As in many relationships, the continuity of a client / advisor relationship depends on the strength of the connection. Working with a professional advisor who provides the professional guidance and ...

How can we maintain boundaries and say "no" when the work involves client services? I offer three tactics that can help people keep the work moving forward while also maintaining and protecting ...

Debunking the myth of "the customer comes first." ...

I can almost guarantee that your clients will have a better experience working with you if you mindfully manage their expectations right from the first meeting. Conversely, unless you have ongoing ...

We’ve all had our fair share of client horror stories. There are the clients who expect to host 250 guests on a $15,000 budget, and there are those who feel entitled to call us in the wee hours of the ...

Financial advisors sometimes struggle with clients who push them to go beyond the purview of their profession. Welcome back to "Ask an Advisor," the advice column where real financial professionals ...

Establish boundaries clearly—and early on in the relationship. Most design professionals, not to mention human beings, regret giving their cell number to that one obsessive insomniac who doesn’t ...