How can I prompt clients to refer me to others? How can I prevent lost returns or market volatility from affecting my client relationships? How can I convince my client to follow my advice? Although ...
Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...
Key Takeaways Clear prompts create clearer and safer emails.Provide the AI with explicit and unmistakable compliance boundaries in your prompts.AI supports better communications at scale, leaving ...
Throughout my career, I’ve witnessed business development professionals looking to make a sale by presenting their company’s capabilities or demoing a product. Their approach relied solely on the ...
Ever had a truly risk-averse client, somebody who has to be coaxed to take even modest steps to protect their portfolio and build it up gradually over time? I call such clients “Protectors” and they ...
New revisions published by the AICPA Professional Ethics Executive Committee (PEEC) clarify the definitions of “client” and “attest client,” and clarify the member’s responsibilities when the engaging ...
Forbes contributors publish independent expert analyses and insights. Dr. Lance B. Eliot is a world-renowned AI scientist and consultant. This article is more than 2 years old. Lawyers and their ...
Attorney-client privilege is one of the most important protections in the legal system. Its powerful legal protection allows clients to speak freely and candidly with their attorneys without fear that ...
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