In my last article, I explained the value of having a concise, well-organized agenda to keep client meetings on track. Now that you’ve had a great meeting, it’s essential to follow up on your promises ...

I spend a lot of my time sitting in airplanes traveling between client meetings. The good thing about this is it gives me a lot of time to catch up on my reading and think about my clients. One of my ...

Coaches play an important role in supporting clients as they lead, manage and grow their businesses and careers. To be as responsive to their clients’ needs as possible, it’s imperative for ...

As a financial advisor engaging new business, you've already done the heavy lifting: You successfully converted a prospect to a paying client. Now it's time to make good on your promises of ...

I had been having four cups of coffee a week with potential clients and acquiring about one out of four. The back-of-the-napkin data I was keeping showed my conversion rate from "Buying Conversation" ...

The changing times and an economy in constant flux are causing clients to shift expectations for their accounting firms. Practices that evolve to meet these expectations will gain a significant ...

Brokers and benefits consultants are in a unique position to offer their clients strategies for breaking down barriers and helping them meet their health equity goals. Here, I'll offer some tips and ...

The new solution enables financial institutions to serve more clients and reduce wait times without the added overhead of ...

Holistic financial advice has become an increasingly important topic of discussion and debate across the industry. Much has been said by advisors and wealth management firm leaders about this advisor ...

Law firms have dedicated a great deal of focus to increasing diversity, but many are falling short on enacting meaningful changes to improve equity and inclusion. That undermines retention efforts, ...