The firms that win will not just run better meetings, they will connect every advice moment into one intelligent story.

Bank of America Merrill integrates meeting prep, AI notetaking and follow-up capabilities, promising to save advisors hours ...

Which is why it's at least interesting that AI meeting note tools like Jump and Zocks have built meta-level meeting analytics tools that can help advisors assess certain key aspects of their meeting ...

When it comes to delivering on the client experience, Tom West said it should be "an elevated experience." As senior partner at Virgina-based Signature Estate & Investment Advisors and the head of an ...

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 ...

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 ...

Edward Jones financial adviser Jesse Abercrombie said the COVID-19 pandemic, although it forced physical distance, actually drew him closer to his clients. “The pandemic had so much to do with meeting ...

Zocks, the privacy-first AI assistant for financial services, today announced the launch of Zocks MCP, connecting Zocks data and client intelligence to the broader AI ecosystem.

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 ...

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 ...