Omar El Bahr is the communication officer at nandbox, he's on a quest to enable everyone to build a mobile app for affordable prices. Digital communication is quickly becoming the norm in the business ...
This fifth of the seven habits of highly effective people, as laid out in Stephen Covey’s bestselling book, is crucial for financial advisors who aspire to communicate effectively with clients and to ...
Communication is central to an insurance agency. It’s a vital part of interacting with clients and underwriters, boosting productivity and improving company processes. Communication serves a greater ...
Many of the people we serve seek our help as financial advisors because they’re not able to process financial information the way we can. Many new advisors react to this skills gap by attempting to ...
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 ...
With 2023 off to a challenging start, mortgage professionals are buckling in for another year of ebbs and flows. Rising rates, low inventory, heightened competition and low origination volumes all add ...
As a small-business owner, your ability to lead employees, create teamwork, attract investors and secure customer sales hinges on effective communication skills. Putting others first and really ...
From the Big Four firms, to small family-owned firms, all the way to completely virtual firms, communication is the backbone of a productive work and service environment. While businesses today have ...
Learning to communicate effectively with your clients is crucial to the success of your financial advisor education, and ultimately the relationships you build with your customers and their families.
Independent financial advisors bill themselves as offering a more personal touch to managing a client's money. By acting as a fiduciary and taking a "holistic" view of long-term goals like paying for ...