Building Connections: Practical Ways Financial Professionals Can Build Relationships and Communicate with Clients

Building Connections: Practical Ways Financial Professionals Can Build Relationships and Communicate with Clients is your essential guide to creating stronger, more successful client relationships in today's competitive financial services world.
Whether you're a CPA, financial advisor, or insurance professional, you've likely faced the same challenge: clients making big decisions without looping you in. It's not always a matter of bad advice-often, it's a breakdown in trust, communication, or connection. This book addresses the root causes of those breakdowns and gives you the tools to fix them.
In an industry driven by compliance, analysis, and precision, it's easy to overlook the human side of the business. But the truth is, your success depends just as much on how you communicate as on what you know. Building Connections bridges that gap by providing clear, practical strategies you can implement right away.
In this book, you'll learn how to:- Recognize early signs of communication breakdowns before they impact your client relationships- Navigate difficult client interactions with confidence and professionalism- Build trust through intentional, clear, and proactive communication- Improve client retention by creating loyalty beyond transactions- Turn small moments into long-term business opportunities
Packed with real-world examples and actionable insights, this book is tailored for busy professionals who want to improve client service, strengthen referrals, and build a reputation based on reliability and trust.
If you've ever felt frustrated by vague client updates, delayed responses, or sudden decisions that impact your ability to serve, Building Connections will help you understand what's really going on-and how to course-correct.
This is not just another book about customer service. It's a communication blueprint designed specifically for:- CPAs looking to build deeper client loyalty during tax season and beyond- Financial advisors who want to increase client engagement and reduce attrition- Insurance professionals aiming to become long-term, trusted resources-not just policy writers
Whether you're new to the profession or a seasoned expert looking to sharpen your relationship skills, Building Connections delivers a roadmap to more effective conversations, stronger client outcomes, and a more fulfilling practice.

David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA.
He has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States. He holds four Masters degrees and contributes regularly to various CPA publications, including NCACPA'S
Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. He was also a co-author of the 2018 Virginia CPA Ethics course - a required course for all CPA's licensed in the Commonwealth of Virginia.