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 ...

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 ...

Effective client communication is an art requiring practice, diligence and compassion. But, just as it is with a friend or partner, the right kind of communication is key to long-lasting ...

Over the years, research has consistently shown the value of communicating with clients. Not only does frequent communication help your clients get to know you better, but it can also result in ...

In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...

Effective communication is the cornerstone of any successful agency-client relationship. As an agency leader, fostering clear and open lines of communication between your team and your agency’s ...

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 ...

During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...

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 ...

In an age defined by rapid technological advancements and a plethora of communication channels, the sanctity of attorney-client privilege is increasingly under scrutiny. The privilege, which protects ...