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 ...

When it comes to retaining clients, regular client communication can prove an asset. But communication without value for the client can be a hinderance rather than a help. What are best practices for ...

Please note: This item is from our archives and was published in 2019. It is provided for historical reference. The content may be out of date and links may no longer function. Clients who feel an ...

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 ...

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 ...

August 2, 2022 – Regardless of communication barriers that various client circumstances may present, lawyers owe their clients the duties of competent representation and effective communication. [i] ...

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 ...

As a financial advisor or leader of a wealth management firm, you know the importance of providing personalized service and communication to your clients. However, delivering frequent communication ...

Attorney-client communications must be confidential, and be kept confidential, in order to be privileged and protected from compelled disclosure. When clients communicate with their lawyers, the ...

Communication plays a pivotal role in selling insurance, a role that can set you apart from the competition. Any conversation you have when meeting with a prospect or client, no matter the medium, ...