In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...

Sydnee adds channels, direct messages, and advanced workflow tools for service teams managing client communication, ...

The role of a benefits broker or agent extends well beyond providing insurance options for their employer clients. Clients rely upon agents to be consultants playing an active role as an extension of ...

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 ...

Effective communication is the cornerstone of any successful agency-client relationship. As an agency leader, fostering clear and open lines of communication between your team and your agency’s ...

In our latest Advisor-Client Communication Survey involving nearly 800 clients of financial advisors, we sought to uncover what clients expect from their advisors, how improved communication could ...

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 ...

Inside and outside healthcare counsel should know that the way they guide clients through legal and business issues may need to change based on a recent Ninth Circuit case governing the protections ...