Over the past four months so much of our world has changed, yet so much remains the same. The markets continue to be unpredictable, and are likely to continue to be so until we have a vaccine ...

When an advisor prepares to meet a client, is it a logical experience or an emotional experience? I would have to say both, but probably 90% logical and 10% emotional. Processing Content When a client ...

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 ...

Top advisors are very intentional in how they approach client review meetings because they know that if conducted properly, these meetings can reinforce and deepen relationships, enhance client ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

Financial advisers who cannot conduct virtual client meetings may be hurting their own competitiveness. "Every year, more and more clients are adopting the idea that we don't need to meet face to face ...

Meetings can loosely be defined as conversations with an objective; and this is a fundamental point to remember when attempting to convert your client meetings into new business Meetings can loosely ...

AI-powered meeting preparation reduces prep time by 60%.NEEDHAM, MA, July 07, 2026 (GLOBE NEWSWIRE) -- Advisor360°™, the Autonomous Financial Platform™ built around the complete advisor workday, today ...

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 ...

I always prepare for client meetings. Sometimes I overprepare because I don’t want to be unprepared and also because I want to control the pace, direction and timing of the meeting. Occasionally, the ...

Group insurance renewals can be hectic, especially during the fourth quarter. Once open enrollment meetings have been completed, approvals have been received, and outstanding items have been resolved, ...