Miriam Rozen

Moving to a new location doesn’t necessarily deliver more clients.

Certain incentives drive employees to find new revenue sources: new clients.

Google is no longer the only option for learning whether a client will be a good fit.

Eye and voice client verification is now affordable enough that the technology once considered science fiction could be an alternative to present-day password options.

With a proliferation of mobile devices, developers are offering tools that keep compliant records of all types of digital communications.

Women are still underrepresented when it comes to owning independent firms, but there are reasons for optimism.

How to score big with business-owning clients and prospects.

Avoid jumping the gun for the latest and greatest in tech, particularly products pitched for fixing back-office operations.

CPAs and lawyers grow weary of cold-calling financial planners seeking referrals.

Clever ways to build relationships with professionals in other industries can give your practice a boost.