As CPAs, our greatest value comes from working directly with clients. Every minute counts. As discussed in my earlier articles in this series, you need to own the meeting process and know the two most ...

I was going on four professional coffee dates and averaging one new client a week, and it’s thanks to these four guiding principles. I developed the habit of reviewing four intentions, which we called ...

Advertising agencies advise their clients on advertising strategy and develop campaigns to meet marketing objectives. The most common reasons for client meetings are to discuss requirements for ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

After a long day of meeting with clients, Haley Gault, a Salesforce seller, received a last-minute ping from a customer saying they wanted to meet with her face-to-face within the hour. Gault started ...

One of the most difficult parts of being a financial advisor is landing new clients, so it's understandable that many advisors sink significant time into marketing and lead generation. However, ...

New offering features finance-specific post-meeting summary templates, Wealthbox and Redtail CRM integrations, and specialized AI apps designed for financial conversations SAN FRANCISCO, May 15, 2025- ...

A new update to the Zoom client has been released that removes the meeting ID from the title bar when conducting meetings to increase security and to prevent them from being exposed in screenshots.