A strong presentation bridges the gap between a creative’s vision and a client’s perception. And, the right presentation can mean the difference between a client’s buy-in and the outright dismissal of ...

As CPAs, our greatest value comes from working directly with clients. Every minute counts. As discussed in my earlier articles in this series, you need to own the meeting process and know the two most ...

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 ...

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

Which is why it's at least interesting that AI meeting note tools like Jump and Zocks have built meta-level meeting analytics tools that can help advisors assess certain key aspects of their meeting ...

Many lessons that we teach about how to construct and deliver an effective, memorable presentation are obsolete in the virtual meeting age; however, many of the techniques and tools that we’ve shared ...

Do you still get nervous about client meetings? It happens to the best of us. Every meeting is different, and you can never be entirely sure what the... Do you still get nervous about client meetings?

Over the past four months so much of our world has changed, yet so much remains the same. The markets continue to be unpredictable, and are likely to continue to be so until we have a vaccine ...

The balance sheet: As financial professionals, we certainly know our way around this report, since it displays a client’s financial assets and liabilities. However, one very important item the balance ...

Opinions expressed by Entrepreneur contributors are their own. It’s that time again: the weekly meeting with one of your clients. If you’re tired of watching the clock and thinking about the work you ...

Meetings are crucial to business success. Meetings are also crucial to the development of good client relations and customer service. Although loathed by many, well-organized meetings can provide ...