At about the same time this blog is posted, I will be boarding a flight bound for Orlando. I have a meeting in the middle of a trade show floor. It's a client meeting. An important client meeting. A ...

In 1983, Shane made it his goal to show a one-carat diamond to every single battery client he waited on. He tracked this for ...

Financial advisors who want clients and prospects to commit fully to the planning process need to secure buy-in from the very first meeting. Processing Content Consistent communication, showing up for ...

The baseline value proposition for an AI notetaker is pretty clear. The tool logs into a meeting between the client and advisor, transcribes the dialogue that takes place, and runs that text through a ...

I think of the first client meeting as a blind date, where someone may have recommended that the two parties meet, and perhaps the two parties spoke on the phone or exchanged emails and text messages ...

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 ...