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 ...

This article uses affiliate links, which means if you purchase products through these links, we may earn a commission. Click here to see our T&C. For licensing please click here. Communication is one ...

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 ...

Omar El Bahr is the communication officer at nandbox, he's on a quest to enable everyone to build a mobile app for affordable prices. Digital communication is quickly becoming the norm in the business ...

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 ...

Maybe the ideas in the book Men Are from Mars, Women Are From Venus might also apply to the difference in communicating effectively with female vs. male clients. The male-dominated financial services ...

Sibyl Slade is founder and president of IntegriVest Wealth Advisors, LLC. an independent financial services firm and a 2023 Investopedia 100 Top Advisor. She lends her 30 years of banking and finance ...

Independent financial advisors bill themselves as offering a more personal touch to managing a client's money. By acting as a fiduciary and taking a "holistic" view of long-term goals like paying for ...

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 ...