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 ...
Michael J. Wietrzychowski partner and Brian Clarke with Schnader Harrison Segal & Lewis.Courtesy photos The use of technology in a law office or legal department raises many ethical issues concerning ...
August 2, 2022 – Regardless of communication barriers that various client circumstances may present, lawyers owe their clients the duties of competent representation and effective communication. [i] ...
The excitement (or hype, depending on whom you ask) over generative artificial intelligence shows no signs of abating soon—and neither do the related concerns of investors. Although generative AI’s ...
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 ...
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 ...
Tax returns and financial statements have special and distinct looks and serve specific compliance, planning and advisory roles. However, there are many other types of deliverables, and those are what ...
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 ...
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 ...
Creating a business that experiences long-term success through different cycles and as times change within a sector of the economy is hard enough, so ensuring that you keep your clients or customers ...
Communication plays a pivotal role in selling insurance, a role that can set you apart from the competition. Any conversation you have when meeting with a prospect or client, no matter the medium, ...
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