When it comes to retaining clients, regular client communication can prove an asset. But communication without value for the client can be a hinderance rather than a help. What are best practices for ...

Did you know that 82% of all customers expect an immediate response from brands? That’s according to HubSpot’s 2018 “Consumer Customer Support Survey,” which surveyed 1,000 consumers. You have some ...

Tax returns and financial statements have special and distinct looks and serve specific compliance, planning and advisory roles. However, there are many other types of deliverables, and those are what ...

You can have the best product in the room and still lose the deal in the first five minutes. Not because of pricing. Not because of features. But because of how you communicate. Founders often assume ...

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 ...

August 2, 2022 – Regardless of communication barriers that various client circumstances may present, lawyers owe their clients the duties of competent representation and effective communication. [i] ...

With the arrival of autumn, CPAs are starting to realize that the leaves aren't the only things changing this year — consumer behavior has clearly shifted. Processing Content The last few years we ...

When most people think of successful businesspeople, they think of those who can make sales and sign accounts, have good finance skills and attention to skills and display stellar record-keeping ...

In the not too distant past, matrimonial lawyers performed legal services and met with clients in their law offices. Preliminary conferences, the argument of motions and trials were held at the ...

As a financial advisor or leader of a wealth management firm, you know the importance of providing personalized service and communication to your clients. However, delivering frequent communication ...

Attorney-client communications must be confidential, and be kept confidential, in order to be privileged and protected from compelled disclosure. When clients communicate with their lawyers, the ...