Natasha Caleel Freutel is a health and fitness writer, personal trainer and licensed occupational therapist. She obtained her bachelor's degree in kinesiology and master’s degree in occupational ...

Most service businesses use projects as their main path to client work. The problem with projects, however, is that they are often lumpy: You work hard to win a deal. You and your team work like crazy ...

That's especially challenging when planners must compete against big firms such as Vanguard and Fidelity, which have the scale to offer investments at lower price points than smaller registered ...

Q: Our agency specializes in high-end leisure sales to high net worth clients. I have read that some agencies have annual "retainer agreements" with their clients. They charge a flat fee per month or ...

A few months ago, I sat in on a consultation that should've ended with a signed engagement. The client wasn’t confused. They weren’t shopping for a discount. They were organized, credible and calm.