[For an updated list of sample cover letters, check here.] Cover letters are one example of how to put buyer offers above the competition, and looking at how tight inventory is in today’s market, ...

The CFP Board has released two sample engagement letters that CFP professionals can use to help inform clients on information they are required to provide under its Code of Ethics and Standards of ...

The letters you send to clients announcing a merger or acquisition should reassure in order to retain. These samples suggest what to say to clients of the predecessor and successor firms: We are ...

In my last article, I explained the value of having a concise, well-organized agenda to keep client meetings on track. Now that you’ve had a great meeting, it’s essential to follow up on your promises ...