Professional Services

Every legal practice needs a simple legal marketing strategy. Many lawyers want to build a legal practice. They desire the autonomy and financial rewards that come with a robust book...

Maginnis Howard: Pursuing Growth and Continuous Improvement By Bob Friedman Triangle-based Maginnis Howard orchestrated a strategic maneuver by merging with Charles G. Monnett III & Associates in 2022 and Britton...

Mishandling client money is among the top client complaints about attorneys. When we think of mishandling, we often think first of misappropriation—taking client funds to spend on oneself. But such...

For decades, marketers have thrived on a seemingly endless supply of user data. Third-party cookies, once the cornerstone of targeted advertising, are crumbling under growing privacy concerns and stricter regulations. ...

Welcome to Creator Columns, where we bring expert HubSpot Creator voices to the Blogs that inspire and help you grow better. We are undeniably in the golden age of audio...

Before 529 college savings plans became a popular way to fund a college education, many families utilized traditional custodial accounts (UTMA or UGMA). As 529 plans evolved, the definition of...

Later this month, the integration and data management developer Invent.us will debut its Invent Village at the Wealth Management EDGE 2024 Conference.  The collection of representatives from advisory technology and asset management...

May is Mental Health Awareness Month, an opportunity for advisory firms to prioritize well-being and rejuvenation. Jump to: Tax and accounting professionals are no strangers to long hours, heavy workloads,...

While teaching is a very noble profession, sometimes it can be difficult and, at times, financially draining. However, the good news is that there are some tax benefits that teachers...

Anonymous lawyer posts in social media communities like Fishbowl Law and Reddit Lawyertalk disclose a lot of lawyer angst. Lawyers want more satisfaction from their law practice. Some want more...