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 ...

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 ...

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 ...

Strong client and customer relationships are critical to business growth, retention and reputation—but they don’t happen by chance. They’re built over time through consistent leadership, clear ...

Issues in communication can often be seen as inconsequential, which is reflected in how we talk about them—”verbal flubs,” “slip-ups,” “lapses in communication,” and so on. But these little turns of ...

Establishing clear expectations from the outset and consistently delivering superior products and services fosters trust and reliability. Prioritize providing value to clients instead of focusing ...

When people seek out the services of a lawyer, they’re not usually in the best state of mind. They have an unpleasant problem to solve, and they likely have some preconceived notions about what it’s ...

The best time to address potential mental decline is well before it becomes an issue. Advisors should initiate an aging plan for clients in their 50s or early 60s. The idea is to start the ...

The legal industry prides itself on upholding tradition and respecting precedents, but this adherence to the past can come at a cost. While lawyer jokes have become something of a cliché, these ...

Having a regular or ongoing client is great for company profits, but it can be downright unpleasant if you have a client like the one in this story. Check out how this team turned their situation ...

In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...

With client relationships that may span decades and generations, CPA financial planners are in a unique position to assist clients with not only creating and implementing their estate plans but also ...