To run a successful business, your management must effectively communicate with your staff, and your staff must effectively communicate with management. This helps to avoid misunderstandings that can ...

The role of a benefits broker or agent extends well beyond providing insurance options for their employer clients. Clients rely upon agents to be consultants playing an active role as an extension of ...

Last month, two new studies were published on the current state of client communication in the wealth management industry and the impact is has on each financial advisor’s business. Spoiler alert: It ...

Client communications should be elegant and perfect. Here is what I mean and how to do it. Tax returns and financial statements have special and distinct looks and serve specific compliance, planning ...

The letters you send to clients announcing a merger or acquisition should reassure in order to retain. These samples suggest what to say to clients of the predecessor and successor firms: We are ...

Email, mobile texting, messaging and collaboration apps, videoconferencing and cloud-based document sharing have provided benefits such as streamlined communications and enhanced accessibility, while ...

Whether it’s an open-door approach or fixed boundaries, advisors should set communication expectations at the outset ...

The use of technology in a law office or legal department raises many ethical issues concerning how confidential and privileged electronic information must be stored, shared, and protected. These ...