In 2021, digital communication is paramount in the dialogue between wealth managers and their clients, particularly the ability to communicate with empathy and consistency across multiple digital ...

This is where professional service firms tend to slip—the day-to-day back and forth with clients—especially when a firm is under time pressure. Granted, we all make mistakes and I’ll talk about owning ...

Greensboro: “What’s the biggest reason why the affluent look for another advisor?” asked Kim on a recent conference call. “It seems that if I’m meeting with potential clients, I should have a good ...

It’s not hyperbole to say that the COVID-19 pandemic has affected every aspect of the way we do business, and many of the changes are far from temporary. Everything from the way we use tech to the ...

McMillan’s expertise in media strategy and storytelling enhances our ability to deliver the exceptional service and ...

Communication is central to an insurance agency. It’s a vital part of interacting with clients and underwriters, boosting productivity and improving company processes. Communication serves a greater ...

Effective client communication is an art requiring practice, diligence and compassion. But, just as it is with a friend or partner, the right kind of communication is key to long-lasting ...

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 ...

Effective communication is the key to a strong investor-advisor relationship. Typically, advisors rely on in-person meetings and other face-to-face activities to connect directly with clients. But as ...

Companies around the world spend billions of dollars on public relations (PR) each year, and for good reason. Brand awareness, audience engagement and reputation can make or break a company. Consider ...