Page 9 - Client Communications News Today

A new study from YCharts shows which type of financial advisor is best at communicating with clients, along with investors' changing priorities.

If you devote just 30 minutes a day for 30 straight days toward a goal — no excuses — you'll be amazed by your progress.

People do not react more positively to a cheerful chatbot than a neutral one except under specific circumstances, says a recent study.

Just like the ballet, every interaction with a client is a performance.

And client portals are a central part of their strategy for making it easier to share information back and forth.

Clients are increasingly demanding a more technologically-connected practitioners who is well-versed in digital communications and security.

Plus Right Networks and Tax Rep Network partner to launch educational resources; and other news from the accounting technology world.

As an accounting firm, you have many opportunities throughout the day to build trust with your clients.

Grant Thornton's chief transformation officer says there doesn't need to be such a hard dichotomy between accounting and technology skills.

The Top 50 Firm celebrated its establishment of a presence in the virtual landscape.