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 ...

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 ...

Last week, I wrote about the things you need to consider when arranging that first meeting with a client. This ranged from thinking about exactly what that first meeting will cover, to the number of ...

Make a lasting impression on your prospective clients with our tips for a successful first meeting and ensure there’s always a second meeting.

I had been having four cups of coffee a week with potential clients and acquiring about one out of four. The back-of-the-napkin data I was keeping showed my conversion rate from "Buying Conversation" ...

In describing how a financial advisor should approach a first meeting with a prospective client, RFG Advisory’s chief behavioral officer Brendan Frazier used an expression that should resonate with ...

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... Do you still get nervous about client meetings?

Master sales meetings by reading body language. Establish baseline behaviors, mirror subtly to build trust, and ask calibrated questions to uncover hidden concerns. Watch for clusters of nonverbal ...

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 ...

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 ...