Are you still using email to communicate with your clients about confidential matters? If so, you might want to rethink that approach. Because when it comes to secure communication, the tide is most ...

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 is where professional service firms tend to slip—the day-to-day back and forth with clients—especially when a firm is under time pressure. Granted, we all make mistakes and I’ll talk about owning ...

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 ...

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 ...

From Listening to Acting Halper’s approach is pragmatic. Rather than positioning voice automation as a novelty, the company focuses on outcomes. The system listens to incoming audio messages, ...

During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...

In 2021, digital communication is paramount in the dialogue between wealth managers and their clients, particularly the ability to communicate with empathy and consistency across multiple digital ...

Advisors can stop spending time on fancy newsletters—clients prefer a simple, old-fashioned email, a recent survey found, and if advisors aren’t reaching out at all on a regular basis, their clients ...

In today's rapidly evolving financial landscape, the role of financial advisors extends far beyond portfolio management. Clients seek not just periodic updates, but a continuous dialogue that instills ...

Is your client dodging your emails and calls? It might be time to move forward. Here's how to handle the situation.