Financial advisers who cannot conduct virtual client meetings may be hurting their own competitiveness. "Every year, more and more clients are adopting the idea that we don't need to meet face to face ...

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 ...

Financial advisors who want clients and prospects to commit fully to the planning process need to secure buy-in from the very first meeting. Processing Content Consistent communication, showing up for ...

Carolyn McClanahan, CFP, MD, is the founder and president of Life Planning Partners, Inc. She is a contributor to CNBC, Investopedia, New York Times, Wall Street Journal, and Washington Post, and a ...

Taylor Kovar is the CEO and founder of 11 Financial, where he specializes in personal financial planning, business growth strategies, and tax optimization. He is recognized as a three-time ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

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 ...

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 ...

Most law firms need new clients to grow their business. As part of a new client intake meeting, a lawyer may ask questions of the potential client to ascertain whether the new representation could ...