Financial advisors losing clients over poor communication skills
A new study from YCharts shows which type of financial advisor is best at communicating with clients, along with investors' changing priorities.
Source: financial-planning.com
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How CPA firms can get focused in the next 30 days
If you devote just 30 minutes a day for 30 straight days toward a goal — no excuses — you'll be amazed by your progress.
Source: accountingtoday.com
Chatbots don't have to be cheerful
People do not react more positively to a cheerful chatbot than a neutral one except under specific circumstances, says a recent study.
Source: accountingtoday.com
What can the ballet teach you about the client experience?
Just like the ballet, every interaction with a client is a performance.
Source: accountingtoday.com
Tax pros look to tech to boost tax season communication
And client portals are a central part of their strategy for making it easier to share information back and forth.
Source: accountingtoday.com