Six communication dos and don'ts for next-gen advisers
Good communication is more than the way you speak - it's about making sure clients feel heard, says Kristine McManus. The article offers advice on client management for financial advisers, highlighting communication essentials such as setting expectations, clarifying value propositions and avoiding haphazard communication.
06-11-2018
Best practices for accounting firms to communicate with clients.
Getting ready for General Data Protection Regulation
Ensuring compliance with General Data Protection Regulation is the perfect opportunity to clean up your business’s practices around handling data.
How to keep clients after an accounting practice sale
Looks at the seller's perspective on lowering transitional risks, how the seller should communicate with their clients, and the need for the buyer to minimize change for clients in the first years after closing.
07-01-2014
Heidi Harris on establishing her community interest company
Clients' money regulations
Technical helpsheet outlining the regulations governing the handling, banking and return of money held on behalf of clients.