Accountants and bookkeepers spend hours per week on client communication, from scheduling and confirming appointments to flagging paperwork deadlines and chasing invoices, especially during peak ...

Text messaging can offer opportunities for advisors, like quick and efficient communication with clients, but also comes with significant risks. Unauthorized texting can be an expensive violation from ...

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 ...

Independent financial advisors bill themselves as offering a more personal touch to managing a client's money. By acting as a fiduciary and taking a "holistic" view of long-term goals like paying for ...

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 ...

The legal industry prides itself on upholding tradition and respecting precedents, but this adherence to the past can come at a cost. While lawyer jokes have become something of a cliché, these ...

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 ...

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 ...

Texting is the default communication method in 2023, but it is still a new frontier for financial advisors. The past few years have seen a transition from in-person meetings with financial advisors to ...