The race to own customer experience is on. Beyond the accounting profession, companies are recognizing the importance of delivering a rich client experience to differentiate themselves from the ...

To run a successful business, your management must effectively communicate with your staff, and your staff must effectively communicate with management. This helps to avoid misunderstandings that can ...

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 ...

Tax returns and financial statements have special and distinct looks and serve specific compliance, planning and advisory roles. However, there are many other types of deliverables, and those are what ...

Communications between lawyers and their clients’ accountants or other non-legal professionals are not in themselves privileged but can be where the communication is in “furtherance of a function ...

When most people think of successful businesspeople, they think of those who can make sales and sign accounts, have good finance skills and attention to skills and display stellar record-keeping ...

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’ ...

Communication is central to an insurance agency. It’s a vital part of interacting with clients and underwriters, boosting productivity and improving company processes. Communication serves a greater ...

Learning to communicate effectively with your clients is crucial to the success of your financial advisor education, and ultimately the relationships you build with your customers and their families.

Clear prompts create clearer and safer emails. Provide the AI with explicit and unmistakable compliance boundaries in your prompts. AI supports better communications at scale, leaving advisors more ...

Lisa Zeiderman, Esq., CDFA, CFL, a Managing Partner at Miller Zeiderman, LLP, is a matrimonial and family law attorney based in New York. Small businesses often encounter issues of confidentiality ...

The attorney-client privilege may protect a communication from disclosure if five fundamental elements exist: (1) an attorney; (2) a client; (3) a communication; (4) a confidentiality that was ...