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 ...

What you say at work — the words you choose, the context you frame them in, and how you say them — makes a difference. Communicating well is an essential skill for professionals who work with clients, ...

Trust is the foundation of any successful relationship, and it’s particularly important when it comes to remote relationships. As in any customer relationship, the key to building trust is delivering ...

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 ...

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 ...

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 ...

In an era of relentless crises and escalating fear and anxiety, we find ourselves shifting attention from one disaster to another, often without pausing to reflect on their true nature or validity. We ...

The complexity of wealthy clients' needs — combined with AI and consumer demand — suggests the future of financial planning ...

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.

Market volatility can trigger powerful emotional responses in investors, often leading to rash decisions that compromise long-term financial health. During these turbulent periods, how advisers ...