In Florida, the legislature deemed open dialogue between an accountant and a client so important that, in 1978, it adopted a privilege nonexistent in the common law: the accountant-client privilege.[1 ...

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 ...

You can have the best product in the room and still lose the deal in the first five minutes. Not because of pricing. Not ...

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 ...

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 ...

Are you clear when transmitting your wishes? You should be. Vague and open-ended statements are a sure way to get your wires ...

Text messaging can offer opportunities for advisors, like quick and efficient communication with clients, but also comes with significant risks. Unauthorized texting can be an expensive violation from ...

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 ...

Under a new proposal, clients would have to opt in to receiving account statements and other documents in paper form.

You would probably agree that most aspects of life have been tough during the last 10 months. People barely remember how to hug. This so-called new normal widened the distance between businesses and ...

When you’re at the top of an organization, it can be difficult to get an accurate snapshot of how your company functions lower down the corporate ladder. Many leaders have a false sense of how their ...