Key Takeaways Clear prompts create clearer and safer emails.Provide the AI with explicit and unmistakable compliance boundaries in your prompts.AI supports better communications at scale, leaving ...
Communication is central to an insurance agency. It’s a vital part of interacting with clients and underwriters, boosting productivity and improving company processes. Communication serves a greater ...
SEO is not a set-it-and-forget-it thing, even if you or some of your clients wish it were. But all parties need to stay engaged in the project from start to finish for success. That means ...
Did you know that 82% of all customers expect an immediate response from brands? That’s according to HubSpot’s 2018 “Consumer Customer Support Survey,” which surveyed 1,000 consumers. You have some ...
Anyone can sell another box. This course is for the team ready to ensure the whole system delivers the comfort your client wants! Learn the skills to help you lower pesky callbacks and elevate your ...
Greensboro: “What’s the biggest reason why the affluent look for another advisor?” asked Kim on a recent conference call. “It seems that if I’m meeting with potential clients, I should have a good ...
This oft-quoted line from the 1967 cinema classic Cool Hand Luke may elicit a smile, but that smile quickly fades when a communication failure leads to a professional liability claim against a CPA ...
Effective communication is the key to a strong investor-advisor relationship. Typically, advisors rely on in-person meetings and other face-to-face activities to connect directly with clients. But as ...
Attorney-client privilege is one of the most important protections in the legal system. Its powerful legal protection allows clients to speak freely and candidly with their attorneys without fear that ...
Opinions expressed by Entrepreneur contributors are their own. In today’s fast-paced professional world, effective communication skills are essential for success. Whether a manager, an employee, or an ...