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 ...

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 ...

A firm's reputation, its understanding of a client's needs, and its ability to communicate are at the center of a client's decision-making process. A recent study found that among manager qualities, ...

Every successful coaching relationship is built on a strong client-coach connection. In today’s digital age, how that connection is created and maintained can vary widely from practice to practice, ...

Sibyl Slade is founder and president of IntegriVest Wealth Advisors, LLC. an independent financial services firm and a 2023 Investopedia 100 Top Advisor. She lends her 30 years of banking and finance ...

A Survey About How Texas Lawyers Use Generative AI to Communicate with Clients Laura Lorek, a master's student at Texas Tech University and a reporter with Texas Lawyer, is conducting research on how ...

Advisors work hard to build their books of business, but client loyalty can be fickle.

In today's multigenerational workplace, communication isn't just about what we say—it's how, when and why we say it. From Baby Boomers to Gen Z, each generation has its own preferences, expectations ...

The defining line between a good and great agent is exceptional communication skills. I’ve learned this from many lessons over the years. David Curry Although strong products and competitive pricing ...