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 ...

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 ...

This oft-quoted line from the 1967 cinema classic Cool Hand Luke may elicit a smile, but that smile quickly fades when a communication failure leads to a professional liability claim against a CPA ...

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.

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 ...

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 ...

Greensboro: “What’s the biggest reason why the affluent look for another advisor?” asked Kim on a recent conference call. “It seems that if I’m meeting with potential clients, I should have a good ...

Inside and outside healthcare counsel should know that the way they guide clients through legal and business issues may need to change based on a recent Ninth Circuit case governing the protections ...

It seems likely that 2020 will be remembered, in part, as the year when digital communications became the norm. The rapid shift to remote work and restrictions on in-person meetings brought on by the ...

ATTORNEY-CLIENT PRIVILEGE EXTENDS to accountants under the Kovel rule when a CPA acts at the direction of the lawyer to provide information for the client. Inadvertent disclosure of confidential ...

SEO is not a set-it-and-forget-it thing, even if you or some of your clients wish it were. But all parties need to stay engaged in the project from start to finish for success. That means ...