In agency life or consulting, writing is more than just words on a page. It’s about telling a story that helps people understand and take action. Whether you’re creating a client presentation or a ...

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 ...

In today’s competitive market, retaining clients is just as important, if not more so, than acquiring new ones. Reducing churn—clients leaving your business—requires a strategic approach centered ...

In today's rapidly evolving financial landscape, the role of financial advisors extends far beyond portfolio management. Clients seek not just periodic updates, but a continuous dialogue that instills ...

The CE Shop now offers a free, exclusive resource from their new, bite-sized professional development course, "Overcoming Buyer Objections to Buyer-Broker Agreements." The course, designed to enhance ...

As the legal industry undergoes rapid transformation driven by technology, law schools are facing growing criticism for failing to adequately prepare students f ...

Every workplace interaction—be it written, virtual, or in-person—involves communication. In fact, we communicate so frequently, we rarely even think about it. Yet the ability to communicate ...