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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

What does the perfect client meeting look like to you? How about this — you provide great value to your clients, they love your work and they have two ideal prospects to whom they will introduce you ...

Sakshi Udavant covers small business finance, entrepreneurship, and startup topics for Investopedia. For over a decade, she has been a freelance journalist and marketing writer specializing in ...

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 ...

AI tools can streamline administrative tasks for financial advisors, such as summarizing meeting notes and organizing follow-ups. Advisors should use AI as a drafting assistant, not for generating ...