The CFP Board has released two sample engagement letters that CFP professionals can use to help inform clients on information they are required to provide under its Code of Ethics and Standards of ...

When it comes to retaining clients, regular client communication can prove an asset. But communication without value for the client can be a hinderance rather than a help. What are best practices for ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Leena Iyar Onboarding a ...

You can have the best product in the room and still lose the deal in the first five minutes. Not because of pricing. Not because of features. But because of how you communicate. Founders often assume ...

The legal industry prides itself on upholding tradition and respecting precedents, but this adherence to the past can come at a cost. While lawyer jokes have become something of a cliché, these ...

Tax returns and financial statements have special and distinct looks and serve specific compliance, planning and advisory roles. However, there are many other types of deliverables, and those are what ...

As a financial advisor or leader of a wealth management firm, you know the importance of providing personalized service and communication to your clients. However, delivering frequent communication ...

Communication plays a pivotal role in selling insurance, a role that can set you apart from the competition. Any conversation you have when meeting with a prospect or client, no matter the medium, ...

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 ...