To run a successful business, your management must effectively communicate with your staff, and your staff must effectively communicate with management. This helps to avoid misunderstandings that can ...

Did you know that 82% of all customers expect an immediate response from brands? That’s according to HubSpot’s 2018 “Consumer Customer Support Survey,” which surveyed 1,000 consumers. You have some ...

Last month, two new studies were published on the current state of client communication in the wealth management industry and the impact is has on each financial advisor’s business. Spoiler alert: It ...

When most people think of successful businesspeople, they think of those who can make sales and sign accounts, have good finance skills and attention to skills and display stellar record-keeping ...

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 ...

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 ...

August 2, 2022 – Regardless of communication barriers that various client circumstances may present, lawyers owe their clients the duties of competent representation and effective communication. [i] ...

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 ...

With the arrival of autumn, CPAs are starting to realize that the leaves aren't the only things changing this year — consumer behavior has clearly shifted. Processing Content The last few years we ...

When people seek out the services of a lawyer, they’re not usually in the best state of mind. They have an unpleasant problem to solve, and they likely have some preconceived notions about what it’s ...