Page 13 - Client Communications News Today

How things look is important and can create interest, excitement, buy-in or acceptance.

Whether you’re talking to one person or a board of directors, you want to bring your facts and figures to life.

One of the biggest areas of friction between CPAs and their clients is in the area of document sharing. Here are some solutions.

It depends, in part, on your client.

PHOTO: Felix Dlangamandla/Netwerk24 Omphetmetse Sibanda argues that the postponement of Jacob Zumas corruption trial to August should be welcomed as it will bring more clarity to the challenges of virtual hearings. After a day of legal wrangling and tug-of-law, Judge Piet Koen of the KwaZulu-Natal High Court in Pietermaritzburg has granted former president Jacob Zumas application for the postponement of his corruption trial. The case was postponed to 10 August, and it is expected to run until 1...

After China’s crackdown on Bitcoin, some investors are worried. Advisors have ways to ease their concerns.

Project Manager Full-timeType: Project Manager GS|FL                                                                           Glavovic Studio Inc. is an award-winning architecture firm based in Fort Lauderdale, Florida, committed to research, innovative sustainable design, and collaboration. Our goal is to continue to deliver exceptional Architecture to our clients and to the public.  To learn more about us, please visit our websit...

Insurance Techknowledgy: Hippo, Vertafore, Monte Carlo, Marble, Coterie, Buckle and More February 25, 2021 Home insurer Hippo is partnering with ADT to add smart home services and discounts for home insurance customers. Hippo customers in select states who enroll in its smart home program will be offered free installation of an ADT smart home security system and a range of smart devices with their home insurance policy and will be eligible for Hippo smart hom...

These conversations might be uncomfortable, but early intervention and planning can help prevent major financial disasters.

Documents shed light on how two brokers overseeing trainees allegedly called hundreds of phone numbers on Merrill’s Do Not Call list.