article thumbnail

USI Consulting Group Acquires Hooker & Holcombe

Wealth Management

USI adds to its retirement and investment advisory business with actuarial and benefits consultant H&H.

article thumbnail

Customer Service Consulting: The Benefits Of CX Consulting

Steven J. Wilson

Customer service consulting is not a new concept, but it is one that is gaining in popularity as businesses strive to improve their customer experience (CX). The post Customer Service Consulting: The Benefits Of CX Consulting appeared first on Steven J. In order to meet. In order to meet.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How AI Will Improve Your SEO – Without a Consultant!

Advisor Perspectives

Any financial advisor can turn their content into a powerful SEO engine without engaging an expensive consultant.

article thumbnail

Brand Consultants: Guide To Spotting A Shady Branding Consultant

Steven J. Wilson

You’ve likely wasted money on firms, agencies, and consultants who under-delivered if you’ve been in business for any length of time. It’s easy to get taken advantage of when you’re unfamiliar with all the options and brand consultants out there. When trying to find.

article thumbnail

The CPA Firm Growth Strategy: From Compliance to Consulting

Speaker: Rita Keller - President of Keller Advisors, LLC

It's time to embrace a whole new personality as a skilled business consultant and finally become a business consulting firm. For some, the transition will be easy. For others, it will be a significant challenge. No matter where you are in the process, you need to be aware of the challenges and opportunities.

article thumbnail

How do consultants get paid?

Steven J. Wilson

Typical payment terms for consultants are either an hourly rate, a flat fee per project, or a combination of the two. In some cases, consultants may also receive a commission for finding new clients or completing specific tasks. The post How do consultants get paid? However, Read more. However, Read more.

article thumbnail

Communications Consulting: Do You Actually Need A One?

Steven J. Wilson

Look for communications consulting firms with extensive knowledge and experience and creating business communications plans. Some communications consultants are generalists who can help from start to finish; others specialize in specific communications tools or strategies. The post Communications Consulting: Do You Actually Need A One?