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 ...
COVID-19 changed the way we all do business. We are no longer guaranteed face-to-face meetings with potential clients and business partners. And maybe there are times we don’t need them. Our session ...
Over the past decade, I’ve sat through roughly 1,175 PPC client meetings – yes, I did the math. While experience is the ultimate teacher, sometimes the next best thing is learning from someone who’s ...
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 ...
Well, the time has come to share the mystical secrets of success with clients with this seventh instalment of The Drum's guide to modern client entertainment. This week, we explore what it takes to ...
In-person client meetings are in full swing now that the country has emerged from Covid-19 restrictions. Though Zoom was a poor alternative to live meetings, it has become a superior alternative to ...
Group insurance renewals can be hectic, especially during the fourth quarter. Once open enrollment meetings have been completed, approvals have been received, and outstanding items have been resolved, ...
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His boss was given Super Bowl tickets to pass on to him as a gift, but he kept them. So his client planned a meeting to put his boss on the spot.
The post His Boss Was Given Super Bowl Tickets To Pass On To Him As A Gift, But He Kept Them. So His Client Planned A Meeting ...
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 ...
For this installment of Advisors' Advice, ThinkAdvisor asked advisors to tell us what their client meeting rooms look like, and why they set the rooms up the way they did. Several of them said their ...
Avi co-chairs our Trust & Estates Practice Group, nationally ranked Tier 1 by U.S. News and World Report, and chairs our Tax Exempt Organizations Practice Group. He is also a partner in the firm’s ...
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