Tech Tip #41 – Establish a Primary Method of Communication With Your Client

Trust Accounting

We live in an age where there is never a problem of finding a way to communicate with clients. There’s email, phone calls, texts, video chats, and maybe soon we’ll be communicating by hologram. Unfortunately, with so many methods of communication, it’s easy to lose track of what you or your client has said. Make sure your firm establishes a primary method of contact that can be easily organized so that you can produce a paper trail when necessary.

Read more about preventing communication breakdowns with your clients.


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