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 ...

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 ...

Advisors spend a lot of time in client meetings, and for good reason: Meetings are where the vast majority of an advisor's ...

When it comes to delivering on the client experience, Tom West said it should be "an elevated experience." As senior partner at Virgina-based Signature Estate & Investment Advisors and the head of an ...

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 ...

IBM's Dave McCann developed an AI agent called "Digital Dave" to spend less time preparing for meetings and more time with ...

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 ...

Edward Jones financial adviser Jesse Abercrombie said the COVID-19 pandemic, although it forced physical distance, actually drew him closer to his clients. “The pandemic had so much to do with meeting ...

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 ...

I think of the first client meeting as a blind date, where someone may have recommended that the two parties meet, and perhaps the two parties spoke on the phone or exchanged emails and text messages ...

Nitrogen, the AI-connected suite of advisor products designed to showcase the value of advice in every client meeting, today introduced Nucleus, an agentic AI engine embedded directly into its advisor ...