Client meetings are one of the most important touchpoints we as financial advisors can have with our clients. A well-executed client meeting is an opportunity to build clients’ trust and confidence in ...

Meetings will make or break your local. If they’re well-planned and give people a sense of their own power, you’ll do well. If they ramble and wander and never seem to get anywhere, you won’t have a ...

Creating an organized process for client meetings can help you and your team build a more successful business. “The minute [you see] advisor teams putting structure around their client reviews and ...

When does efficiency turn into bureaucracy? City Council members and the Adams administration went head to head last week over that very question. During a contentious Wednesday hearing, city ...