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 ...

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 ...

At about the same time this blog is posted, I will be boarding a flight bound for Orlando. I have a meeting in the middle of a trade show floor. It's a client meeting. An important client meeting. A ...

Client meetings remain the heartbeat of the advisory relationship, but the expectations around them have never been higher. Advisors are under pressure to show up prepared, deliver deeply personalized ...

Meetings can loosely be defined as conversations with an objective; and this is a fundamental point to remember when attempting to convert your client meetings into new business Meetings can loosely ...

The client meeting has become the defining moment in wealth management. Dan Zitting, CEO of Nitrogen, argues that it is not just the meeting itself, but the catalyst moments within it that build trust ...

A question often on the minds of financial planning practice owners is “How do I simultaneously meet clients’ increasing service expectations while solving ever-increasing regulatory demands and ...

With calendars packed fuller than ever, cutting through the noise to deliver a clear, purposeful message is essential to ensure your meeting with SEO clients stands out. But first, ask yourself: does ...

Client meetings sit at the centre of modern service businesses. Revenue is negotiated there. The scope is clarified there. Strategy evolves there. Expectations are reset there. Yet in many ...

Philanthropy has always been more than a strategy for me – it’s been a passion since I was a child, raising money for causes long before I knew what a charitable remainder trust or donor-advised fund ...

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