Well, it’s the final day of the Taking Your Firm Virtual Summit (womp, womp, womp). After Day 1’s focus on technology and marketing and Day 2’s focus on client interaction,…

Welcome back to the daily coverage of the Taking Your Firm Virtual conference! Day 2 was filled with sessions focused on client interaction. With a diverse lineup of sessions and…

It’s that time of year again! The Taking Your Firm Virtual conference, hosted by Nayo Carter-Gray, EA, is back in its 4th year. From August 1st through August 3rd, an…