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 ...

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 ...

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, ...

Contio today announced the launch of MeetingOS, the world's first Decision Acceleration Platform, designed to transform broken meetings into decisive moments that accomplish great things. This press ...

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 ...

PlannerPal, which automates admin tasks for financial advisers, has launched an AI-powered pre-meeting prep pack.

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 ...

Find out if Jump is right for your business ...

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 ...

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 ...