In order to handle this meeting successfully and make a positive impact, you need to take some steps before and after the meeting. Below you can find some hints for your first client meeting. Prepare: ...

Mature indian man shaking hands with financial advisor at home. Happy smiling couple greeting broker with handshake at home. Multiethnic mid adult man and hispanic woman sealing a contract. So you’ve ...

Opinions expressed by Entrepreneur contributors are their own. Have you ever tried to make someone like you? Turns out, relationships evolve over time. Seller attempts to accelerate the process can be ...

Every company likes to believe it puts clients first. But there’s often a wide gap between intention and reality. The reality is, to be client-first is to live and breathe the goals that matter most ...

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 ...

Regardless of what you are selling, or to whom you are trying to sell, the first five minutes with a client tells you everything you need to know–if you use those minutes wisely. Minute 1: Get the ...

A business isn't a business without clients. You know you need them, but how do you get them? More important, how do you get the first one? Learn how here. Starting a business is thrilling. And ...

Opinions expressed by Entrepreneur contributors are their own. Quitting your corporate job and launching your dream startup is only half the battle. Finding people to actually use your product or ...

Getting a client and retaining a client are totally two different things. As a barber, it is easier to get a client than to make the same client come for your services over and over again. There is ...

BlackRock is rolling out new artificial intelligence capabilities for financial advisors, and it already has a significant client on board. The asset manager is announcing today that Morgan Stanley ...