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 ...

Taped to Joseph Birkofer’s office door is a piece of paper with a list of hints that says: “Things to do to effectively communicate with Joe.” Processing Content That list is a light-hearted reminder ...

Opinions expressed by Entrepreneur contributors are their own. It’s that time again: the weekly meeting with one of your clients. If you’re tired of watching the clock and thinking about the work you ...

We've all attended meetings, whether in person or online, where participants weren't engaged. They didn't know why they were there, they didn't understand the agenda, and their input hadn't been ...

Client meetings are one of the most important touchpoints we as financial advisors can have with our clients. A well-executed client meeting is an opportunity to build clients’ trust and confidence in ...

Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and building lasting client relationships.

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 ...

Over the past decade, I’ve sat through roughly 1,175 PPC client meetings – yes, I did the math. While experience is the ultimate teacher, sometimes the next best thing is learning from someone who’s ...

Find out if Jump is right for your business ...