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 ...

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 ...

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 ...

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 ...

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 ...

If you’re going to bring on new clients, you’ve got to nail the Q&A. Building trust with clients takes time and effort. While investment returns remain central, today’s clients also want connection ...

Chris had just returned from a meeting with a potential client and shared the outcome with Pat, the CEO of the company: “We really hit it off great. Our meeting was supposed to last only twenty ...

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.

I was going on four professional coffee dates and averaging one new client a week, and it’s thanks to these four guiding principles. I developed the habit of reviewing four intentions, which we called ...