Make a lasting impression on your prospective clients with our tips for a successful first meeting and ensure there’s always a second meeting.

At about the same time this blog is posted, I will be boarding a flight bound for Orlando. I have a meeting in the middle of a trade show floor. It's a client meeting. An important client meeting. A ...

What is the ideal frequency with which advisors and clients should meet? Quarterly? Semi-Annually? Annually? And how often should advisors call clients? What about texting? Jennifer White, director of ...

It’s been four years since the world went into lockdown amid Covid, and although restrictions and mandatory remote work are over, people still want to meet remotely with financial advisors. Even in ...

Learn how financial advisors can guide clients on buying vs. renting using pre-meeting questionnaires, portfolio modeling, ...

Avi co-chairs our Trust & Estates Practice Group, nationally ranked Tier 1 by U.S. News and World Report, and chairs our Tax Exempt Organizations Practice Group. He is also a partner in the firm’s ...

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 ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

Plot twists in the financial lives of clients are a given, especially in these volatile markets, but financial planners can build successful long-term relationships by meeting clients where they are ...

Managed by LifeStance Health. Your call or email may go to a representative. Through her time in the mental health field, she has learned the importance of meeting a client where they’re in their ...