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 ...

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 ...

During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...

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 ...

Amy Uses Billionaire Mind Podcast Host Qamar Zaman's Metacognition Framework That Fixes the Communication Gap Costing Law ...

Communication is central to an insurance agency. It’s a vital part of interacting with clients and underwriters, boosting productivity and improving company processes. Communication serves a greater ...

Effective client communication is an art requiring practice, diligence and compassion. But, just as it is with a friend or partner, the right kind of communication is key to long-lasting ...

October 25, 2021 - An attorney-client relationship, like all relationships, requires communication. It is not controversial to write that lawyers are not the best communicators. Many of us may be ...

Sometimes conflicts arise between law firms and their clients that require lawyers within the firms to seek legal advice. Such situations may include instances where firm lawyers become concerned ...

This article was originally published in Westlaw Today on January 5, 2023. Republished with permission. (January 5, 2023) - Susan Combs and Richard Kiely of Holland & Hart LLP offer insights on ...