Client meetings sit at the centre of modern service businesses. Revenue is negotiated there. The scope is clarified there.

Top agents prioritize listening over pitching, ask better questions, clarify the process, and adjust to client cues in minutes.

Meetings around tax filing deadlines are a regular chance to connect with clients, but they can be more than just a check-in. They’re a prime way for accountants to glean information that can affect ...

PlannerPal, an AI-powered workflow for financial advisers and wealth managers, has today added a new video analysis ...

For most of 2024 and 2025, the Client Meeting Support category was one of the fastest growing sections of the Kitces AdvisorTech Map. This was thanks to a plethora of new AI notetaker tools that ...

In 1983, Shane made it his goal to show a one-carat diamond to every single battery client he waited on. He tracked this for ...