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 ...

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 ...

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 ...

Navigating the world of professional services requires not only expertise in your field but also the ability to discern the intentions of potential clients. Assertiveness is an invaluable skill in ...

You can have the best product in the room and still lose the deal in the first five minutes. Not because of pricing. Not because of features. But because of how you communicate. Founders often assume ...

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 ...

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, ...

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 ...

The attorney-client privilege may protect a communication from disclosure if five fundamental elements exist: (1) an attorney; (2) a client; (3) a communication; (4) a confidentiality that was ...