Few things are more important to client retention in today’s upside-down world than consistent and relevant communication coupled with the frequency of contact. We refer to these as positive points of ...

What is the ideal number of times to be in touch with clients each year? It's probably higher than you think. A recent survey by Accenture Wealth and Asset Management Services told us something we ...

Confidentiality is a key consideration in any commercial endeavour. To retain a competitive edge in the market, a business will often do its utmost to maintain the confidentiality of client ...

Last week I posted a 12-month calendar of ways to grow or improve your practice. Here is a 12-month schedule of ways of having a client contact. As with last week’s listing, I did everything in here.

Professionals underestimate the importance of frequent contact with clients and prospective clients. "Frequent contact" does of course mean being in touch often. How often is often enough though? For ...

Senior Vice President, Marketing General, Inc. To continue reading this content, please enable JavaScript in your browser settings and refresh this page. When you ...

Have you ever had a project fall apart because of miscommunication? If you have, you know that it’s a disaster. You can lose a significant amount of invested resources. You may also be targeted by ...

Cokinos Young, a midsize construction law firm based in Houston, sued its former marketing director Thursday, alleging she took confidential client contact information when she left the firm and has ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

BOSTON--(BUSINESS WIRE)--Cogito, a leader in real-time emotional intelligence solutions, today announced the appointment of Jim Gomez to Senior Vice President of Client Services. Jim will be ...