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 ...

Key Takeaways AI tools can streamline administrative tasks for financial advisors, such as summarizing meeting notes and ...

Do you still get nervous about client meetings? It happens to the best of us. Every meeting is different, and you can never be entirely sure what the end result will be. But, of course, you would be a ...

Top advisors are very intentional in how they approach client review meetings because they know that if conducted properly, these meetings can reinforce and deepen relationships, enhance client ...

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 ...

Over the past four months so much of our world has changed, yet so much remains the same. The markets continue to be unpredictable, and are likely to continue to be so until we have a vaccine ...

When an advisor prepares to meet a client, is it a logical experience or an emotional experience? I would have to say both, but probably 90% logical and 10% emotional. Processing Content When a client ...

We've all attended meetings, whether in person or online, where participants weren't engaged. They didn't know why they were there, they didn't understand the agenda, and their input hadn't been ...

The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained ...

Meetings are crucial to business success. Meetings are also crucial to the development of good client relations and customer service. Although loathed by many, well-organized meetings can provide ...