The most basic skill needed by advisors is not proficiency in portfolio construction but the ability to listen to clients and communicate effectively. Too often, in attempting to impress clients with ...

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 ...

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, ...

Clients that are unversed in litigation may have difficulty understanding why their case is "not moving" or "taking so long." Lawyers facing these types of questions cannot simply ignore the client's ...

Omar El Bahr is the communication officer at nandbox, he's on a quest to enable everyone to build a mobile app for affordable prices. Digital communication is quickly becoming the norm in the business ...

Maybe the ideas in the book Men Are from Mars, Women Are From Venus might also apply to the difference in communicating effectively with female vs. male clients. The male-dominated financial services ...

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 ...

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 ...

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 ...

My website encourages prospective clients to email me a brief description of their situation. I ask that they email rather than phone me to avoid my tendency to spend too much time with a prospective ...

Rule 3.4 (Fairness to Opposing Party and Counsel) looks at the issues from the viewpoint of what is acceptable conduct by you in limiting access of an opposing party and their counsel to otherwise ...