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Aaron Klein Joins Tech Consultancy Ezra Group as 'Executive in Residence'

Wealth Management

Former Nitrogen CEO Aaron Klein has joined the advisor technology consultancy Ezra Group as an executive in residence.

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USI Consulting Group Acquires Hooker & Holcombe

Wealth Management

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

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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.

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Coach or Consultant? Find the Right Fit

Advisor Perspectives

I spotlight the unique functions, methodologies, and values that coaches and consultants bring to the professional table.

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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.

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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.

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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.