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 ...

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 ...

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 ...

At a Pennsylvania Bar Institute (PBI) continuing legal education (CLE) program in Philadelphia for young lawyers, various attorneys shared valuable tips in the program, "Start Strong: Skills of the ...

Surely, lawyers have been in this situation before. Imagine being in a room with a client or a prospective client you really want to land for your law firm. They ask you a question about something ...

Client communications are crucial for any business owner, and the unique needs and flux of real estate transactions means staying on top of how you stay in touch with your clients is non-negotiable.

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 ...

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 ...

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 ...

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 ...