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 ...

In today's rapidly evolving financial landscape, the role of financial advisors extends far beyond portfolio management. Clients seek not just periodic updates, but a continuous dialogue that instills ...

From Listening to Acting Halper’s approach is pragmatic. Rather than positioning voice automation as a novelty, the company focuses on outcomes. The system listens to incoming audio messages, ...

In our latest Advisor-Client Communication Survey involving nearly 800 clients of financial advisors, we sought to uncover what clients expect from their advisors, how improved communication could ...

Effective communication is the cornerstone of any successful agency-client relationship. As an agency leader, fostering clear and open lines of communication between your team and your agency’s ...

Did you know that 82% of all customers expect an immediate response from brands? That’s according to HubSpot’s 2018 “Consumer Customer Support Survey,” which surveyed 1,000 consumers. You have some ...

Many Big Law firms are increasingly notifying clients of rate hikes via engagement letters or e-billing platforms, rather than personal notifications. Clients are increasingly staffing up their legal ...

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 ...

Are you still using email to communicate with your clients about confidential matters? If so, you might want to rethink that approach. Because when it comes to secure communication, the tide is most ...

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 ...

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 ...

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 ...