Key Takeaways AI tools can streamline administrative tasks for financial advisors, such as summarizing meeting notes and ...

With calendars packed fuller than ever, cutting through the noise to deliver a clear, purposeful message is essential to ensure your meeting with SEO clients stands out. Ensure every meeting has a ...

Top advisors are very intentional in how they approach client review meetings because they know that if conducted properly, these meetings can reinforce and deepen relationships, enhance client ...

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 ...

Master sales meetings by reading body language. Establish baseline behaviors, mirror subtly to build trust, and ask calibrated questions to uncover hidden concerns. Watch for clusters of nonverbal ...

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 ...

Client meetings sit at the centre of modern service businesses. Revenue is negotiated there. The scope is clarified there. Strategy evolves there. Expectations are reset there. Yet in many ...

The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained ...

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, ...

Managing IP’s senior reporter Rani Mehta interviewed attendees at the INTA Annual Meeting in Atlanta about how they made the most out of their first day Yesterday, May 18 marked the first day of ...