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 ...

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A question often on the minds of financial planning practice owners is “How do I simultaneously meet clients’ increasing service expectations while solving ever-increasing regulatory demands and ...

After launching for Drive, Docs, Sheets, and Slides, Workspace client-side encryption (CSE) is coming to Google Meet. Meet already encrypts all of your data at rest and in transit between our ...

Group insurance renewals can be hectic, especially during the fourth quarter. Once open enrollment meetings have been completed, approvals have been received, and outstanding items have been resolved, ...

Coaches play an important role in supporting clients as they lead, manage and grow their businesses and careers. To be as responsive to their clients’ needs as possible, it’s imperative for ...

Financial advisers who cannot conduct virtual client meetings may be hurting their own competitiveness. "Every year, more and more clients are adopting the idea that we don't need to meet face to face ...

Use this article to guide conversations with clients about bonds and if or where they fit in their portfolios as part of a ...

Google is updating the client-side encryption mechanism for Google Meet to allow external participants, including those without Google accounts, to join encrypted calls. Client-side encryption ensures ...

Meet Clientbook Appointments Making appointments has never been easier thanks to Clientbook Appointments. Walk-in traffic isn ...