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 ...

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 ...

Although some advisors combine a discovery interview with an initial client meeting, there is a slight difference between the two, says April-Lynn Levitt, a coach with the Personal Coach in Calgary.

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 ...

Leslie Kramer is a writer for Institutional Investor, correspondent for CNBC, journalist for Investopedia, and managing editor for Markets Group. Your first in-person meeting with a potential client ...

You have had a successful meeting with a client during which you discussed all aspects of that client’s financial plan, agreed to make adjustments to his or her portfolio and talked about anticipated ...

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 ...