Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

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 ...

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 ...

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 it comes to entertaining clients, sales executives have traditionally leaned on some tried-and-true formulas. But today’s more diverse—and enlightened—workplaces require something other than a ...

For those of us in the startup scene, it’s become pretty mundane to deal with all sorts of ‘wizards’ and ‘ninjas’ on a daily basis. But despite the onslaught of ‘quirky’ and ‘free-thinking’ job titles ...

In the first client meeting, I discussed why I felt a two-meeting strategy was best and why it was a good idea not to send the financial plan to the client before you met for the second time. Picking ...

One of the best ways to grow your business is to gain additional assets from people who already know your value as an advisor: your current clients. You might think you already have all your clients’ ...

The COVID-19 pandemic has changed our lives in innumerable ways—from how we teach our children, to how we interact in public, to how we manage our finances. Faced with a year unlike any other, many ...

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 ...

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 ...

As a website design agency, you know that building successful client relationships takes time and consistency. With the right strategy and execution, it doesn’t have to feel like a marathon. Instead, ...