This fifth of the seven habits of highly effective people, as laid out in Stephen Covey’s bestselling book, is crucial for financial advisors who aspire to communicate effectively with clients and to ...

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 ...

Clear and open communication is key to getting the facts necessary to effectively represent a client. The retainer agreement/engagement letter can help establish policies to encourage good ...

Advisors can stop spending time on fancy newsletters—clients prefer a simple, old-fashioned email, a recent survey found, and if advisors aren’t reaching out at all on a regular basis, their clients ...

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 ...

Did you know that 82% of all customers expect an immediate response from brands? That’s according to HubSpot’s 2018 “Consumer Customer Support Survey,” which surveyed 1,000 consumers. You have some ...