During stressful times like these, it’s natural to feel like everything around you is broken.
What Maya Angelou can teach us about client communication.
As if tax season isn’t already stressful enough, the coronavirus pandemic is making things that much harder.
In normal times, ideally no one should be let go unless they are just not good. In these times, being practical means some may need to go. How do you decide?
Major changes are required in client services, delivery models, staffing practices and management.
Waddell & Reed rep Zachary Edwards is feeling much better and relieved that his friends, colleagues and loved ones appear to have avoided COVID-19.
Now is the time for CPAs to show up as a trusted advisor with good judgment, steady energy and a great, empathetic connection with their clients.
Establish a communication plan now, so your firm can come out of this crisis stronger than ever. Here are three key steps to follow.
Keeping in touch with clients is very important, especially during this period of isolation. Here is a way to provide updates to clients regarding their tax returns and to keep in touch generally.
Many advisors are seeing a surge in inbound calls, while carefully crafting messages to attract still more.