What is the ideal frequency with which advisors and clients should meet? Quarterly? Semi-Annually? Annually? And how often should advisors call clients? What about texting? Jennifer White, director of ...

A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, ...

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 ...

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 ...

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 ...

I think of the first client meeting as a blind date, where someone may have recommended that the two parties meet, and perhaps the two parties spoke on the phone or exchanged emails and text messages ...

Buyers of legal services are now a highly sophisticated and connected community. What the clients now not only want but insist on, is operational efficiency, effectiveness and transparency. Arriving ...

INTRODUCTION: Many sales trainers suggest holding sales meetings on Tuesdays or Fridays, but your store’s reality will ...

Opinions expressed by Entrepreneur contributors are their own. With technology increasingly pervading our daily lives, clients expect an optimized digital experience in all areas, including coaching.

Artificial intelligence is increasingly finding its way into the workflows of financial planners, but more unevenly than industry headlines may suggest. In discussions with advisors in workshops on ...