In the first client meeting, I discussed why I felt a two-meeting strategy was best and why it was a good idea not to send the financial plan to the client before you met for the second time. Picking ...

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 ...

How do you shepherd a client from initial contact to signed contract? We asked seven designers about the journey to the dotted line—including the age-old debate of whether to charge for the first ...

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 ...

Learn four LinkedIn methods for financial advisors to connect with clients and boost networking, improving client relationships and prospect engagement.

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 ...

An attendee wears Meta Ray-Ban AI glasses during the Meta Connect event in Menlo Park, California on Thursday, Sept. 18, 2025. With the advent of wearable artificial intelligence devices like the ...

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 ...