Navigating the world of professional services requires not only expertise in your field but also the ability to discern the intentions of potential clients. Assertiveness is an invaluable skill in ...

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 ...

SEO is not a set-it-and-forget-it thing, even if you or some of your clients wish it were. But all parties need to stay engaged in the project from start to finish for success. That means ...

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 you are a consultant or planning on taking one on to help you grow your business, solid communication is key. It's vital for both sides to have an understanding of the client's goals and ...

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 ...

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