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 ...

No one likes wasting time in meetings, but it happens. To spend your time more efficiently, it helps to have a plan in place. Use this checklist to make sure your next meeting is more productive. The ...

In theory, everyone understands that preparation can make or break an important meeting. The more work you do before you walk into the room, the more productive and efficient you’ll be. — Identify the ...

Prior to any important meetings and one-on-one discussions, particularly when there is a possibility for the conversation to be highly emotional or contentious, it is critical to carefully prepare.

Checklist for Maintaining Leadership in Meetings Running a meeting is similar to organizing a project: You must have a plan and be completely prepared going in. Use this checklist to ensure that your ...

In theory, everyone understands that preparation can make or break an important meeting. The more work you do before you walk into the room, the more productive and efficient you’ll be. But who has ...