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 ...

October 25, 2021 - An attorney-client relationship, like all relationships, requires communication. It is not controversial to write that lawyers are not the best communicators. Many of us may be ...

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 ...

Frequent communication is one of the most important ways you can establish trust with your clients. In fact, according to a recent McKinsey & Co. survey on global wealth and asset management, clients’ ...

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 ...