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 ...

When an advisor prepares to meet a client, is it a logical experience or an emotional experience? I would have to say both, but probably 90% logical and 10% emotional. Processing Content When a client ...

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 ...

What does the perfect client meeting look like to you? How about this — you provide great value to your clients, they love your work and they have two ideal prospects to whom they will introduce you ...

Financial advisers who cannot conduct virtual client meetings may be hurting their own competitiveness. "Every year, more and more clients are adopting the idea that we don't need to meet face to face ...

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 ...

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 ...

Fact checked by Vikki Velasquez Key Takeaways A structured onboarding process helps advisors gather accurate information and ...

First impressions can strengthen trust or create doubt. Learn how financial advisors can create a more confident and ...

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 ...

Xynon, an Australian fintech firm, has launched an AI tool aimed at streamlining the client onboarding process.  The software is designed to automate data collection, identity verification, ...