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 ...

The New Reality, for which law firms are scrambling to equip themselves, is that law firms no longer define their own service levels. Now it's the clients, and they have clear expectation parameters.

A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, and build trust from the start.

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 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 ...

I think of the first client meeting as a blind date, where someone may have recommended that the two parties meet, and perhaps the two parties spoke on the phone or exchanged emails and text messages ...

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 ...

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