At about the same time this blog is posted, I will be boarding a flight bound for Orlando. I have a meeting in the middle of a trade show floor. It's a client meeting. An important client meeting. A ...

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 ...

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 ...

When it comes to delivering on the client experience, Tom West said it should be "an elevated experience." As senior partner at Virgina-based Signature Estate & Investment Advisors and the head of an ...

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 ...

In-person client meetings are in full swing now that the country has emerged from Covid-19 restrictions. Though Zoom was a poor alternative to live meetings, it has become a superior alternative to ...

Effective meetings are not incidental to law practice, they are integral to it. Structured meetings produce clear decisions, ...

Canopy, the leading all-in-one practice management platform for accounting firms, today announced the launch of Canopy ...

In 1983, Shane made it his goal to show a one-carat diamond to every single battery client he waited on. He tracked this for ...

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, ...

At the end of last year, several Troutman Pepper attorneys asked my Client Care team to report on trends we saw in the last 12 months and our advice for 2022. It was the perfect opportunity for me to ...

Imagine graduating from college and experiencing a huge learning curve as your company takes on a project with a client who seems to have lots of complaints. If your project manager refused to attend ...