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 ...

As the year winds down, advisors are gearing up to perform critical end-of-year tasks for their clients. These include identifying tax-loss harvesting opportunities, generating client portfolio ...

Whether it’s intentional or not, clients with strong opinions can sometimes hijack the design process. This week, we asked nine designers—Dane Austin, Bari Jerauld, Leigh Lincoln, Trish Lynn, Kelsey ...

Every successful coaching relationship is built on a strong client-coach connection. In today’s digital age, how that connection is created and maintained can vary widely from practice to practice, ...

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 ...

In an era of relentless crises and escalating fear and anxiety, we find ourselves shifting attention from one disaster to another, often without pausing to reflect on their true nature or validity. We ...

My last column about how to spread out the tax season received plenty of comments and questions. The most common question was: "How do I communicate this new tax season schedule to my team?" Let's ...

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.