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 ...

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 ...

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 ...

The longest standing ovation at Cannes? A whopping 22 minutes The Long Shadow Of Bill Clinton Over The ‘One Big Beautiful Bill’ The 9 biggest wastes of money at the grocery store I’ve been a couples ...

In a recent episode of “The Loan Officer Podcast,” co-hosts Dustin Owen and John Coleman discuss key tips for loan officers when engaging in small talk with prospective clients. Owen and Coleman ...

“Communication is key” is not just a cliche when it comes to the world of nonprofits, it’s a law. Conveying your organization’s mission properly and effectively is critical for success, and with ...

NEW YORK: The Statue of Liberty appears before Manhattan's skyline in New York City. (Photo by Chris Hondros/Getty Images) If you want to successfully work as a broker in real estate, it’s important ...

Talking to your clients about the upcoming election does not mean you should talk about politics or predict the outcome. It means talking to them about how the election might affect their finances.

“When are you thinking of retiring?” I am used to this question by now. It usually comes up an hour into a meeting with a client prospect for our investment company, often after a shuffling of papers ...

National Healthcare Decisions Day is April 16 (Tuesday), a day that calls attention to the incredibly important but often overlooked issue of advance care planning. This becomes critical as one ages, ...

The Financial Industry Regulatory Authority's board of governors is moving forward with a proposal that would allow firms to make email and other forms of electronic delivery their default means of ...