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 ...

Taped to Joseph Birkofer’s office door is a piece of paper with a list of hints that says: “Things to do to effectively communicate with Joe.” Processing Content That list is a light-hearted reminder ...

Opinions expressed by Entrepreneur contributors are their own. It’s that time again: the weekly meeting with one of your clients. If you’re tired of watching the clock and thinking about the work you ...

Client meetings are one of the most important touchpoints we as financial advisors can have with our clients. A well-executed client meeting is an opportunity to build clients’ trust and confidence in ...

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 ...

The balance sheet: As financial professionals, we certainly know our way around this report, since it displays a client’s financial assets and liabilities. However, one very important item the balance ...

Meetings are crucial to business success. Meetings are also crucial to the development of good client relations and customer service. Although loathed by many, well-organized meetings can provide ...

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 ...

Sketching is the best way to work through design problems. Since no designer is an island, sometimes sketching collaboratively is the best way of working through design problems together. Other times, ...

From top client fears to the reasons for estate planning hesitancy, Jump analyzed 12,000 anonymized advisor-client ...