The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Leena Iyar Onboarding a ...

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 ...

In 2021, digital communication is paramount in the dialogue between wealth managers and their clients, particularly the ability to communicate with empathy and consistency across multiple digital ...

A client walks into your office. They’ve lost a spouse. Or a job. Or they’ve just received an inheritance they never expected. They aren’t looking for a spreadsheet. They’re looking for someone who ...

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 advisors more ...

Unfortunately, there is no Google Translate button for IT to English. For that reason, technology professionals who want to become more effective at their jobs and advance their careers should think ...

The role of a benefits broker or agent extends well beyond providing insurance options for their employer clients. Clients rely upon agents to be consultants playing an active role as an extension of ...

During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...

The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...