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 end result will be. But, of course, you would be a ...

In my last article, I explained the value of having a concise, well-organized agenda to keep client meetings on track. Now that you’ve had a great meeting, it’s essential to follow up on your promises ...

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 ...

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 ...

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 ...

Advertising agencies advise their clients on advertising strategy and develop campaigns to meet marketing objectives. The most common reasons for client meetings are to discuss requirements for ...

If you’re going to bring on new clients, you’ve got to nail the Q&A. Building trust with clients takes time and effort. While investment returns remain central, today’s clients also want connection ...

One of the most difficult parts of being a financial advisor is landing new clients, so it's understandable that many advisors sink significant time into marketing and lead generation. However, ...