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 ...

When it comes to delivering on the client experience, Tom West said it should be "an elevated experience." As senior partner at Virgina-based Signature Estate & Investment Advisors and the head of an ...

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 ...

For this installment of Advisors' Advice, ThinkAdvisor asked advisors to tell us what their client meeting rooms look like, and why they set the rooms up the way they did. Several of them said their ...

In business relationships, strategic silence often proves more valuable than constant conversation. Learning when to listen rather than speak can transform client relationships and build lasting trust ...

The focus of client meetings has shifted from discussing individual investments to financial planning, and advisors are employing digital tools. It’s the middle of the year, when by tradition client ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

[Where the rubber meets the road, where true innovation happens, is not in the introduction of a new technology, but in its strategic application in solving specific problems and enhancing the ...

With calendars packed fuller than ever, cutting through the noise to deliver a clear, purposeful message is essential to ensure your meeting with SEO clients stands out. But first, ask yourself: does ...

Describe the challenges of bringing in clients virtually Explain the ID risks involved Explain the procedure for assessing mental capacity Describe the challenges of bringing in clients virtually ...

At the end of last year, several Troutman Pepper attorneys asked my Client Care team to report on trends we saw in the last 12 months and our advice for 2022. It was the perfect opportunity for me to ...