Professionals underestimate the importance of frequent contact with clients and prospective clients. "Frequent contact" does of course mean being in touch often. How often is often enough though? For ...

Maintaining regular contact with clients is key to providing the appropriate level of service. But how much contact should you provide — and how much is too much? Whether a client wants a phone call ...

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Confidentiality is a key consideration in any commercial endeavour. To retain a competitive edge in the market, a business will often do its utmost to maintain the confidentiality of client ...

Few things are more important to client retention in today’s upside-down world than consistent and relevant communication coupled with the frequency of contact. We refer to these as positive points of ...

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Have you ever had a project fall apart because of miscommunication? If you have, you know that it’s a disaster. You can lose a significant amount of invested resources. You may also be targeted by ...

What is the ideal number of times to be in touch with clients each year? It's probably higher than you think. A recent survey by Accenture Wealth and Asset Management Services told us something we ...

Gift 5 articles to anyone you choose each month when you subscribe. COVID-19 has been a catalyst for accountants to undertake more advisory work and increase client contact, with outfits that embraced ...

Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, risk management, and public policy. Peter began covering markets at Multex (Reuters) ...