From prep to follow-up, AI is redefining the way advisors engage with clients—and streamline operations. In this dynamic ...

Time savings is generally understood to be among the main advantages of AI note-takers. But advisors who have incorporated ...

Even in this digital age, study after study shows there’s no replacement for face-to-face interaction with your clients. But client meetings can be a colossal drain of your time — and your client’s ...

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 end result will be. But, of course, you would be a ...

As CPAs, our greatest value comes from working directly with clients. Every minute counts. As discussed in my earlier articles in this series, you need to own the meeting process and know the two most ...

Meetings can loosely be defined as conversations with an objective; and this is a fundamental point to remember when attempting to convert your client meetings into new business Meetings can loosely ...

The “new normal” of virtual client meetings. While COVID didn't create an interest in virtual meetings, it has massively accelerated adoption and improvement of that technology by general population ...

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 ...

Our technology columnist profiles the way tech-forward RIA Compound Planning is embedding AI into its platform.

Right in the middle of busy season, many CPAs found themselves forced to change the way they work with clients because of concerns about the coronavirus. How can CPAs maintain great client service and ...