Effective communication is the cornerstone of any successful agency-client relationship. As an agency leader, fostering clear and open lines of communication between your team and your agency’s ...

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Consumer duty has helped improve communication between advisers and their clients but more can be done, according to Anastasia Georgiou, director of market expansion and pricing strategy at ...

Regardless of their industry, most professionals will encounter challenging customers at some point in their careers. In the agency world, scenarios where customers aren’t satisfied with creative ...

LOS ANGELES--(BUSINESS WIRE)--Boulevard (www.joinblvd.com), provider of the client experience platform purpose-built for appointment-based, self-care businesses, today announced a trio of new ...

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 ...

In this age of instant communications and frenetic multitasking, financial advisors shouldn’t overlook an old-school respite from the daily grind: the client event. In fact, with spring in bloom, this ...

New research shows visuals and gamified tools can dramatically boost client understanding and engagement around complex ...

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. When it comes down to ...

The role of a benefits broker or agent extends well beyond providing insurance options for their employer clients. Clients rely upon agents to be consultants playing an active role as an extension of ...