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 ...

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 ...

Over the course of a year, there are many points of contact between financial advisors and their clients. However, for all the statements, newsletters and phone calls, nothing is more important than ...

Leslie Kramer is a writer for Institutional Investor, correspondent for CNBC, journalist for Investopedia, and managing editor for Markets Group. Research the client's financial needs and interests ...

Advisors spend a lot of time in client meetings, and for good reason: Meetings are where the vast majority of an advisor's ...

We've all attended meetings, whether in person or online, where participants weren't engaged. They didn't know why they were there, they didn't understand the agenda, and their input hadn't been ...

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 ...

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 ...