Today, everyone has their own unique style of communication, and these various modes can be both a blessing and a curse for the engaged relationship. However, it is a real dilemma when a client ...

Having spent four months with my husband preparing one house to sell and another to move into, I’m sharing our observations on the behaviors of small businesses – using as examples our contractor, ...

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 ...

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 ...

Creating a business that experiences long-term success through different cycles and as times change within a sector of the economy is hard enough, so ensuring that you keep your clients or customers ...

Sprint has an app for my smartphone called ‘Sprint Zone’. I frequently get push notifications from the app. Early on, I found they were promoting a deal or an app that I was not interested in. I ...

According to research by asset management research firm Cerulli Associates, only about 13% of adult children of affluent aging clients chose to work with their parent’s financial adviser. About 88% of ...

With the arrival of autumn, CPAs are starting to realize that the leaves aren't the only things changing this year — consumer behavior has clearly shifted. Processing Content The last few years we ...

LAS VEGAS -- Tax strategy and investment management are important, but communicating with clients is one of the most critical aspects of any financial planner's practice, argued pioneering planner ...

AD PRO members enjoy exclusive benefits. Get a year of unlimited access for $25 $20 per month. Founder of PR firm Nylon Consulting Laura Bindloss, who navigated the early days of the health crisis ...

For end users, sourcing a digital signage integrator can be a drawn-out process. These clients understand that many issues can arise from ownership of the project, to discussion on content types, to ...

Getting a critical email or voicemail response from people who like to ghost can give you ulcers. These are the times that try our souls. Or has that already been said? Never mind, it’s still true. So ...