Mutual fund and ETF companies are always looking for more effective ways to communicate with current and prospective clients. The most valuable way is face-to-face communication. Processing Content ...

In a 2019 survey, 85% of respondents said they would consider a financial advisor’s communication style when deciding whether to retain their services or not. What client communication tools for ...

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 ...

This post was authored by Rachel Cossar and Joe Navarro. COVID-19 has done a number on person-to-person contact. Presently, and for the foreseeable future, many companies have sanctioned working from ...

In a client-centric culture, lasting relationships are rarely built on legal brilliance alone. Many would say that legal brilliance is mere table stakes. Strong client relationships are built through ...

One of the most common frustrations clients have with lawyers and legal professionals is feeling ignored. Clients often send emails, texts, or portal messages to their lawyer during stressful moments ...