Even in this digital age, study after study shows there’s no replacement for face-to-face interaction with your clients. But client meetings can be a colossal drain of your time — and your client’s ...

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 ...

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 ...

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 ...

COVID-19 changed the way we all do business. We are no longer guaranteed face-to-face meetings with potential clients and business partners. And maybe there are times we don’t need them. Our session ...

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 ...

The “new normal” of virtual client meetings. While COVID didn't create an interest in virtual meetings, it has massively accelerated adoption and improvement of that technology by general population ...

Right in the middle of busy season, many CPAs found themselves forced to change the way they work with clients because of concerns about the coronavirus. How can CPAs maintain great client service and ...

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 ...

These companies found having a no-meeting week allowed for deep work, reduced distractions and boosted the use of time-saving ...