Client communications

I had a meeting recently with an accountant and was led into his office while he was on the phone. I overheard him telling a client that he wouldn’t be able to get his work done as promised because his humongous client needed something done right away, and “you know how that is!”

Thanks to technology, we see clients less, but speak and interact with them more, maintaining and strengthening the relationship.

Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.

How would your firm's culture change if your best clients were always in the room?

What's the best way to evaluate the performance of your firm's employees?

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

Users can pull pertinent information from their email straight into Xero HQ.

Clients can obtain a loan from the payment portal company, while the firm gets paid in full.

Users can share documents and view a live activity feed.

Many people like the long Memorial Day weekend, especially as the days get warmer and longer, but please do not lose sight of the purpose of this day.