Michelle Perry Higgins is the Principal and Financial Advisor at California Financial Advisors, managing over $1.9 billion in assets. Named one of Investopedia’s Top 100 Financial Advisors in 2022, ...

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 ...

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" ...

Advertising agencies advise their clients on advertising strategy and develop campaigns to meet marketing objectives. The most common reasons for client meetings are to discuss requirements for ...

If you’re going to bring on new clients, you’ve got to nail the Q&A. Building trust with clients takes time and effort. While investment returns remain central, today’s clients also want connection ...

Like old cassette tape players, newspaper subscriptions and telephone landlines, the regular in-person client meeting is quickly becoming a thing of the past. Advisors say many clients are too busy ...

AI note-takers have become increasingly common among advisors.So has the use of wearable AI recording devices among the ...

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 ...

Chris had just returned from a meeting with a potential client and shared the outcome with Pat, the CEO of the company: “We really hit it off great. Our meeting was supposed to last only twenty ...

No advertising campaign goes from storyboard to sales driver by itself. The client services manager is the ad agency executive who guides the campaign-building process. From client communications and ...