Tag: Fact Find

Making the Most of Review Meetings with Fact Find Comparisons

Review meetings are a cornerstone of long-term client relationships and a crucial opportunity to con...

Building a Referral Network That Works

Building a Referral Network That Works: How Lens Helps Professionals Grow Together

The onboarding process sets the tone for a client’s entire experience with your practice.

Regulatory compliance is a critical responsibility for financial advisers and accountants.