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Keyword: Client communications

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Working with grieving clients

Comforting a client who has lost a loved one is an increasingly important skill for financial advisors

National Bank using AI to reach out to clients

The bank has entered a strategic partnership with Automat Technologies Inc. to introduce a chatbot to engage with clients

The tool builds on the Hearsay Messages platform, which archives advisors’ digital communications with clients, to satisfy regulators’ requirements

Different age groups have different preferences regarding the way you contact them. But don't assume all members of one generation share the same preferences. The key is to know your clients and have a flexible client contact program

As technology redefines the way you communicate with your clients and prospects, don't forget about the traditional methods of contact that still resonate on an emotional level

Pre-written templates can help you deliver consistent, cohesive messages

Advisors can expect to do a little more handholding in the face of unprecedented disasters, political upsets and stock market gyrations

These digital communication strategies can help draw more clients to your business in 2017

Clients want to hear from you more than you might think — and not only about their investments

Advice needed on retirement income strategies, report finds

In order for a discussion to be useful, it must have a structure