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 ...

Advisors are most successful when they do one thing above all else: work in close partnership with clients over time. To ensure you are consistently giving this close attention, you should take them ...

Advertising agencies advise their clients on advertising strategy and develop campaigns to meet marketing objectives. The most common reasons for client meetings are to discuss requirements for ...

I had been having four cups of coffee a week with potential clients and acquiring about one out of four. The back-of-the-napkin data I was keeping showed my conversion rate from "Buying Conversation" ...

Leslie Kramer is a writer for Institutional Investor, correspondent for CNBC, journalist for Investopedia, and managing editor for Markets Group. Your first in-person meeting with a potential client ...

Michelle Perry Higgins is the Principal and Financial Advisor at California Financial Advisors, managing over $1.9 billion in assets. Named one of Investopedia’s Top 100 Financial Advisors in 2022, ...

Entrepreneurs live to bend the rules. It’s not malicious, we just see the world a bit differently. I was fired from my first job, working as a member of the IT staff at my high school, shortly after ...

One of the most difficult parts of being a financial advisor is landing new clients, so it's understandable that many advisors sink significant time into marketing and lead generation. However, ...

Imagine you are setting up your monthly management meeting through a video-conferencing platform, such as Zoom, Webex, or Microsoft Teams. The meeting settings include options for recording a video of ...

A new update to the Zoom client has been released that removes the meeting ID from the title bar when conducting meetings to increase security and to prevent them from being exposed in screenshots.