Communication

Practice

Effectively Communicating with Clients

Of all the elements a CPA or financial advisor needs to consider in order to operate a successful wealth management practice, an effective client communication strategy ranks at the top of the list. Regular communication is critical to the long-term success of your firm, but it has to be done right.
Education & Careers

Seven Steps to Great Relationships with Intergenerational Clients

Given the significant danger of losing clients or not attracting new ones because of intergenerational issues, Phyllis Weiss Haserot offers seven ways to achieve rapport with clients of different generations.