The most basic skill needed by advisors is not proficiency in portfolio construction but the ability to listen to clients and communicate effectively. Too often, in attempting to impress clients with ...

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 ...

Financial advisors are not communicating effectively with clients’ spouses and children and they are losing business because of it, according to an FPA study released Wednesday. The 2014 Trends in ...

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 is the ideal frequency with which advisors and clients should meet? Quarterly? Semi-Annually? Annually? And how often should advisors call clients? What about texting? Jennifer White, director of ...

When it comes to litigation, much of the practice is designated to communications with opposing counsel, co-counsel, a mediator, a court and, of course, a jury. In my experience, lawyers rarely find ...

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 ...

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, ...

It’s easy to say things like “I want to work with someone I trust,” or “I need someone trustworthy to handle my investments.” But sometimes we can use a word so often that we don’t think about what it ...

My website encourages prospective clients to email me a brief description of their situation. I ask that they email rather than phone me to avoid my tendency to spend too much time with a prospective ...

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 ...