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 ...

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, ...

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 ...

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 ...

Last week, I wrote about the things you need to consider when arranging that first meeting with a client. This ranged from thinking about exactly what that first meeting will cover, to the number of ...

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 ...

Make a lasting impression on your prospective clients with our tips for a successful first meeting and ensure there’s always a second 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 ...