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 ...

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 ...

A question often on the minds of financial planning practice owners is “How do I simultaneously meet clients’ increasing service expectations while solving ever-increasing regulatory demands and ...

INTRODUCTION: Many sales trainers suggest holding sales meetings on Tuesdays or Fridays, but your store’s reality will obviously determine the best time for your meetings. Your weekly meeting can last ...

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 ...

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 ...

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 ...

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 ...

As law firm attorneys and staff increasingly take advantage of hybrid and remote work, many clients actually prefer meeting their lawyers virtually rather than in person, according to a new report ...

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 ...