Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

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. When a client prepares to meet ...

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 ...

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 ...

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 ...

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 ...

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 ...

When you’ve booked a meeting with a prospect that could mark your next big client, it’s important to get it right. You want to open strong, captivate throughout, and leave them wanting more. But ...

A strong presentation bridges the gap between a creative’s vision and a client’s perception. And, the right presentation can mean the difference between a client’s buy-in and the outright dismissal of ...