Client communications

In order to effectively convey advice, demonstrate knowledge of the specific situation.

Experts and advisers weigh in on what to expect and how to discuss the future.

Using an informal script makes sure everyone doesn’t talk over each other.

Using an informal script makes sure everyone doesn’t talk over each other.

Here’s how to help prepare clients for what comes next.

Pay attention to feedback about what works and what is confusing or distracting.

The first 100 days are critical to keeping a new client for life … or watching them jump to a competitor.

Clients appreciate the depth of expertise that a practice can provide.

We have the most expensive and fragmented health care in the world, so now what?