As you make the ascension from vendor/service provider to trusted advisor, your client will come to rely on you for advice on issues that transcend your specialty or core competency. One such example is captive insurance. Once the exclusive domain of the Fortune 1000 or S & P 500, the use of captives by smaller […]
Bill Tsotos
Owner/Founder BD Consultants: A business development consulting firm for CPAs.
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Your old credit/debit card is getting a new look. The old magnetic strip on the back of your traditional credit or debit card is being replaced by new card technology that uses a computer chip on the front of the card. The change, instituted by the banking and card processing industries, is designed to make […]
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By Bill Tsotsos The dictionary defines “trust” as “an assured reliance on the character, ability, strength or truth of someone. As advisors, we want assurance that each of our clients places his/her trust in us. We also know that trust has to be earned. Here are 5 ways to earn your client’s trust: 1. Become […]
