Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

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 ...

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 ...

In my eyes, one of the greatest benefits of AI is that it automates the tedious chore of jotting down meeting notes. Before AI note-takers, instead of focusing on what was being discussed, I often ...

Meetings are a cornerstone of teamwork, but let’s be honest—keeping track of meeting notes can feel like an uphill battle. Between scattered notes in Teams chats, calendar events, and emails, it’s ...

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 ...