We’re always looking for ways to build better relationships with our clients — especially with our best clients. I have heard so many options and ideas, and yet, we’re missing the low-hanging fruit ...

Clients will take your calls if they feel they have learned something valuable every time they hear from you. One of my managers shared this practical advice early in my career. His point was you ...

There was a time when detailed financial news flowed through financial advisors and brokerage firms. Their research departments were huge, and their perspective was a value the advisor brought to the ...

We've just come to the end of the dog days of an unusually warm summer. During the summer months, clients often turn into stock market spectators, watching the financial news channels on cable TV, but ...

Let’s be honest, outbound calling hasn’t had the best reputation. It’s often seen as cold, robotic and impersonal. However, ...

Accountants spend a lot of time communicating with clients during busy seasons, and outside those active times, picking up the phone and calling clients again may be the last thing they have in mind.