Key Takeaways Clear prompts create clearer and safer emails.Provide the AI with explicit and unmistakable compliance boundaries in your prompts.AI supports better communications at scale, leaving ...
In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...
It’s a fascinating time to work in the investment industry. With expanding global markets and cutting-edge innovations in fields such as artificial intelligence and renewable energy, investment ...
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Don’t Assume Younger Clients Only Want to Text. Plus More Tips on Client Communications.
Experienced financial advisors know that every client’s communication preferences are a little different. Some like in-person meetings or phone calls and loathe Zoom. Others are most comfortable ...
Attorney-client privilege is one of the most important protections in the legal system. Its powerful legal protection allows clients to speak freely and candidly with their attorneys without fear that ...
Accountants and bookkeepers spend hours per week on client communication, from scheduling and confirming appointments to flagging paperwork deadlines and chasing invoices, especially during peak ...
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