The role of a benefits broker or agent extends well beyond providing insurance options for their employer clients. Clients rely upon agents to be consultants playing an active role as an extension of ...

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 ...

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 ...

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 ...

This fifth of the seven habits of highly effective people, as laid out in Stephen Covey’s bestselling book, is crucial for financial advisors who aspire to communicate effectively with clients and to ...

The attorney-client privilege applies only to confidential communications between attorneys and clients that are made for the purpose of obtaining or rendering legal advice in the course of a ...

Effective communication is the cornerstone of any successful agency-client relationship. As an agency leader, fostering clear and open lines of communication between your team and your agency’s ...

Brittany Brown is a full-time copywriter writing covering real estate and personal finance topics like budgeting, investing, credit cards, and more. She is currently working to become an accredited ...

Texting is the default communication method in 2023, but it is still a new frontier for financial advisors. The past few years have seen a transition from in-person meetings with financial advisors to ...

A new generation of data-driven digital tools is enriching wealth management relationships by allowing advisors and firms to personalize communications with clients. A recent trip to my favorite ...