Back in the 1970s, I was introduced to the phrase “client maintenance,” when the consulting engineering firm I worked for was revisiting how the company remained in contact with past clients. At the ...

Issues in communication can often be seen as inconsequential, which is reflected in how we talk about them—”verbal flubs,” “slip-ups,” “lapses in communication,” and so on. But these little turns of ...

A firm's reputation, its understanding of a client's needs, and its ability to communicate are at the center of a client's decision-making process. A recent study found that among manager qualities, ...

As the year winds down, advisors are gearing up to perform critical end-of-year tasks for their clients. These include identifying tax-loss harvesting opportunities, generating client portfolio ...

Client communication is a good thing for financial advisors, especially in a volatile market. But how much is too much?

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 ...

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With client relationships that may span decades and generations, CPA financial planners are in a unique position to assist clients with not only creating and implementing their estate plans but also ...

Every successful coaching relationship is built on a strong client-coach connection. In today’s digital age, how that connection is created and maintained can vary widely from practice to practice, ...

Clients that are unversed in litigation may have difficulty understanding why their case is "not moving" or "taking so long." Lawyers facing these types of questions cannot simply ignore the client's ...

My last column about how to spread out the tax season received plenty of comments and questions. The most common question was: "How do I communicate this new tax season schedule to my team?" Let's ...

Talking to your clients about the upcoming election does not mean you should talk about politics or predict the outcome. It means talking to them about how the election might affect their finances.