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 ...

As CPAs, our greatest value comes from working directly with clients. Every minute counts. As discussed in my earlier articles in this series, you need to own the meeting process and know the two most ...

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 ...

I was going on four professional coffee dates and averaging one new client a week, and it’s thanks to these four guiding principles. I developed the habit of reviewing four intentions, which we called ...

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 ...

Have you ever approached preparing for your client meetings the way entertainers do?To the audience, performances seem effortless, but the reality is that the entire cast and crew practiced for ...

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 ...

Meetings are crucial to business success. Meetings are also crucial to the development of good client relations and customer service. Although loathed by many, well-organized meetings can provide ...