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 ...

These days, few advisors become enthused when told a client is on the phone. Bull or bear, they know their going to be growled at, charged, trampled and for sure feel bitten. In just the last few days ...

People talk about the “dog days of summer” and the “summer doldrums.” If the heat wave had broken in your part of the world, you might be thinking this is the time to spend time with your children.

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.

I know you have been told by an advertising or media agency; “you don’t need to call on the client.” They may have even said “the client doesn’t see reps,” or “you are not allowed to call on the ...

What is the ideal frequency with which advisors and clients should meet? Quarterly? Semi-Annually? Annually? And how often should advisors call clients? What about texting? Jennifer White, director of ...